Save time and eliminate the need for data entry with eMoney APIs. Our APIs allow you to generate and export eMoney client expense data, including name, start/end, amount and type. Use this data to create a unified client view across platforms.
The following APIs are used in this use case:
/public/v1/clients/{clientId}/plans/{planId}/expenses
More Use Cases
The eMoney Client Vault securely stores files generated by the application as well as any documentation uploaded by the client. Use our APIs to download items stored in the Vault for editing and managing on other platforms. Use our APIs to share the edited files back in the eMoney Vault.
The following APIs are used in this use case:
/public/v1/users/{userId}/vault/items
/public/v1/users/{userId}/vault/{itemId}
Client goals are an important part of your client's total financial picture. Our APIs allow you to download goals and associated value and timeline information from eMoney for importing into various platforms, allowing for an accurate view of client information wherever you need it.
The following APIs are used in this use case:
/public/v1/clients/{clientId}/plans/{planId}/expenses
Filtering on expenses that have the field "isGoal" set to "true" will return all client goals.
