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
Add Client Spouse
A client’s major life changes can be easily managed and updated. Add client spouse information simply and easily using our APIs. Spouse data includes date of birth, employment and contact information.
The following APIs are used in this use case:
/public/v1/clients/{clientId}/spouse
Asset Data
Accurate client information is a critical piece of building a solid financial plan. Use our APIs to generate and extract eMoney client asset data for review, and use the data to create a unified client view across platforms. Data includes name, type and value.
