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.
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