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
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}
Organizational changes made simple. Our APIs can be used for easily updating or changing a client's owning advisor.
The following APIs are used in this use case:
/public/v1/clients/{clientId}/changeowner
