The eMoney Client Vault is a safe and secure place for all important digital files. With unlimited secure document storage, you can organize and protect your most important files. Our APIs allow you to effortlessly upload and store external files and reports, created outside of eMoney, and share them in the Vault. 




Upload documents

More Use Cases

Client Divorce

When a client gets divorced, a few key settings must be updated in the eMoney platform to ensure an accurate financial plan.  Follow these steps to make those changes.

Step 1:  Update Client's Marital Fields in Client Record

Utilize the /clients API to modify the "maritalStatus" to "Divorced" and "previousMarriages" to "true".

Step 3:  Delete Spouse From the Client Record

Utilize the /spouse API to delete the spouse from the client record.

Step 4:  Delete Spouse Client Portal Logon (If Applicable)

Utilize the /logons API to delete the spouse's access to their client portal.

Generic Use Case

Generate a List of Income Sources

Save time and eliminate the need for data entry with eMoney APIs. Use our APIs to generate and export eMoney client income data, including name, type, amount and inflation rate. Use this data to create a unified client view across platforms. 

The following APIs are used in this use case:


Income Sources