Initial Office Setup

Included in:
Core
Primary Planning
Expanded Planning

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

Generic Use Case

More Use Cases

Search for a Specific User

Maintaining synchronized data between platforms is a benefit of using APIs.  Both the eMoney "users" and "clients" APIs allow for searching of a specific record based on a number of different options like Logon ID, First Name, Last Name and Owner ID.

The following APIs are used in this use case:

/public/v1/clients

/public/v1/users

Generic Use Case
View Client Tasks

Reduce manual steps by using our APIs to export eMoney client tasks, allowing them to display in additional platforms. This will allow you to track these items more efficiently.

The following APIs are used in this use case:

/public/v1/users/{userId}/tasks

See all notes