eMoney Advisor Updates eMoney Access, Launches API Solution
eMoney Advisor's API Solution Enhances Financial Planning
API Solution for Financial Planning
eMoney Advisor, a leading provider of financial planning software, recently launched an API solution that provides developers with the ability to connect with eMoney and build custom integrations.
The API solution enables financial planning firms to leverage APIs to serve their clients more effectively.
- Use these APIs to set up and manage eMoney offices, clients, and users.
- Search for clients, create, update, or delete them.
API Solution Benefits
eMoney's API solution offers several benefits to financial planning firms:
- Increased efficiency: Automate tasks and streamline workflows.
- Improved client service: Provide personalized and timely advice.
- Enhanced data security: Comply with industry regulations and protect client data.
eMoney Access Updates
In addition to the API solution launch, eMoney Advisor has also made significant updates to eMoney Access, its open financial planning platform.
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