Monitoring a client's plan is crucial to ensuring they are on track to their financial goals. This API allows you to gain a real-time update of the client's probability of success of their goal based on industry-accepted Monte Carlo simulation.
The following APIs are used in this use case:
/public/v1/clients/{clientId}/plans/{planId}/projection/montecarlo
More Use Cases
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
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
