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.
More Use Cases
Add A Spouse to a Client
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
Client Marriage
When a client gets married, 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 Marital Status
Utilize the /clients API to update the "maritalStatus" to "Married".
Step 2: Add Spouse to Client Record
Utilize the /spouse API to add the spouse information to the client record.
Step 3: Add Spouse Client Portal Logon (Optional)
If desired, utilize the /logons API to provide the spouse with a client portal logon.