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Save time and eliminate the need for data entry with eMoney APIs. Use our APIs to generate and export eMoney client income data, including name, type, amount and inflation rate. 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}/incomes

Income Sources

More Use Cases

Add A Spouse to a Client

A client life event like marriage requires modification to their record to ensure an accurate financial plan. 

The following APIs are used in this use case:

/public/v1/clients/{clientId}/spouse

Generic Use Case

Generate a List of Income Sources

Save time and eliminate the need for data entry with eMoney APIs. Use our APIs to generate and export eMoney client income data, including name, type, amount and inflation rate. 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}/incomes

Income Sources