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
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}
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.
