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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

Add A Spouse to a Client

A client life event like marriage requires modification to their record to ensure an accurate financial plan. 

The following APIs are used in this use case:

/public/v1/clients/{clientId}/spouse

Generic Use Case

Generate A List Of Client Expenses

Save time and eliminate the need for data entry with eMoney APIs. Our APIs allow you to generate and export eMoney client expense data, including name, start/end, amount and type. 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}/expenses

Get list of expenses