UPLOAD DOCUMENTS TO THE eMONEY VAULT

Included in:
Core
Primary Planning
Expanded Planning

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. 

/public/v1/users/{userId}/vault/items

/public/v1/users/{userId}/vault

/public/v1/users/{userId}/vault/file

Upload documents

More Use Cases

Generate A List Of Client Expenses

Included in:
  • Primary Planning
  • Expanded Planning

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

Add A Spouse to a Client

Included in:
  • Core
  • Primary Planning
  • Expanded Planning

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