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

Download Documents From The eMoney Vault

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
Change Owning Advisor Associated With A Client

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

Change owning advisor