eMoney's APIs make the initial onboarding of your firm onto the platform straightforward and efficient. See the steps below for the process to create offices, users and households.
Pre-requisites: You will be provided with your eMoney root office path, developer ID and firm admin GUID by a member of the Client Implementations team.
Step 1: Create Offices
Utilize the /offices API to create new sub-offices from the main parent offices.
Step 2: Create Advisor
Utilize the /users API to create new users (advisors, assistants, planners, etc) in the desired office.
Step 3: Create Client
Utilize the /clients API to create new clients assigned to the desired advisor.
Step 4: Assign Sharing Rule / Delegation
Utilize the /sharingrules API to modify the delegation of clients to specific users.
Step 5: Connect Accounts
Utilize the /connections API to add advisor managed account data to the platform.
Step 6: Create Client Website Logon
Utilize the /logons API to initialize client portal access and login information
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
