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| eMoney Access Supporting Info||The eMoney Access Supporting Info API gives users to a unified view for syncing notes, tasks and alerts across platforms. It provides a way to generate and export eMoney client income data,...||Financial||10.29.2019|
| eMoney Access Client Facts||The eMoney Access Client Facts API allows users to generate and export eMoney client asset data, liability data, income data, expense data and more. Generate and export eMoney client income data...||Financial||10.29.2019|
| eMoney Access Document Management||The eMoney Access Document Management API allows users to upload and store important documents created outside of eMoney in the vault, and download vault documents to be stored and shared in another...||Financial||10.29.2019|
| eMoney Access Firm Admin||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...||Financial||10.29.2019|
| eMoney Access Plan Data||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...||Financial||10.29.2019|