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GENERATE PLAN PROBABILITY OF SUCCESS

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

Change User Role

A user can have one or multiple roles in the eMoney platform.  The user roles available are Advisor, Planner, Assistant, Manager, Compliance and Investment Specialist.  

The following APIs are used in this use case:

/public/v1/users/{userId}

Generic Use Case

View Client Goals

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.

View client goals