Reduce manual steps by using our APIs to export eMoney client tasks, allowing them to display in additional platforms. This will allow you to track these items more efficiently.
The following APIs are used in this use case:
/public/v1/users/{userId}/tasks
More Use Cases
Generate Plan Probability Of Success
Monitoring a client's plan is crucial to ensuring they are on track to their financial goals. This API allows you to gain a real-time update of the client's probability of success of their goal based on industry-accepted Monte Carlo simulation.
The following APIs are used in this use case:
/public/v1/clients/{clientId}/plans/{planId}/projection/montecarlo
Create a User with an ExternalID
eMoney supports the use of multiple external identifiers for a user. This is helpful when eMoney is being used in combination with other tools and the user is identified by the same ID among all platforms. Populating the "externalId" field in the below API can accomplish this helpful workflow.
The following APIs are used in this use case:
/public/v1/users
