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 New User To The eMoney Platform
Dedicate your time to your clients and spend less time on administrative tasks. Use our APIs to easily add new users (advisors, assistants, and planners) and set the display names that will appear in the eMoney platform.
The following APIs are used in this use case:
/public/v1/users
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}
