The eMoney Access Firm Admin API allows users to manage eMoney offices, clients and users. It provides a way to update or change a client's owning advisor, add new users, advisors, assistants, and planners, set the display names and more. eMoney enables authentication that is utilized via POST request via Client Id and API key, to receive a JSON Web Token for API access. eMoney is the leading provider of scalable wealth management solutions for financial professionals, firms, and enterprises of all sizes.
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