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eMoney Access Plan Data REST API v1.0

The eMoney Access Plan Data API allows you to manage plans and client goals, view goal funding and projections, access client probability and others. It provides a way to download goals and associated value and timeline information, gain a real-time update of the client's probability of success, create a unified client view across platforms and more. eMoney enables authentication that is utilized via POST request via Client Id and API key, to gain 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.