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 A List Of Client Expenses
- 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
Add A Spouse to a Client
- 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
