GENERATE PLAN PROBABILITY OF SUCCESS

Included in:
Primary Planning
Expanded Planning

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

Probability of success

More Use Cases

Generate a List of Income Sources

Included in:
  • Primary Planning
  • Expanded Planning

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

Download Documents From The eMoney Vault

Included in:
  • Core
  • Primary Planning
  • Expanded Planning

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}

Download documents