Delete a Client

Included in:

Core

Primary Planning

Expanded Planning

Circumstances dictate that clients will sometimes be required to be deleted from the eMoney platform. This could be the result of a life event or their desire to seek service from another firm.

The following APIs are used in this use case:

/public/v1/clients/{clientId}

More Use Cases

Search for a Specific User

Included in: Core, Primary Planning, Expanded Planning

Maintaining synchronized data between platforms is a benefit of using APIs. Both the eMoney "users" and "clients" APIs allow for searching of a specific record based on a number of different options like Logon ID, First Name, Last Name and Owner ID.

The following APIs are used in this use case:

/public/v1/clients

/public/v1/users

View Client Tasks

Included in: Core, Primary Planning, Expanded Planning

Reduce manual steps by using our APIs to export eMoney client tasks, allowing them to display in additional platforms. This will allow you to track these items more efficiently.

The following APIs are used in this use case:

/public/v1/users/{userId}/tasks