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.
![View client goals](/sites/default/files/styles/7_4_350x200/public/2019-10/See%20all%20goals%20associated%20with%20a%20client.png?itok=XMwO_Xl2)
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](/sites/default/files/styles/7_4_350x200/public/2019-11/Use_Case_Generic.png?itok=5XwE60L5)
Generate A List Of Client Expenses
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](/sites/default/files/styles/7_4_350x200/public/2019-10/Get%20a%20list%20of%20all%20expenses%20associated%20with%20a%20client.png?itok=3r5R_Ux5)