Use eMoney Your Way

Build, test, and deploy faster than ever with eMoney APIs. 

Whether you're embedding eMoney planning capabilities into your platform, creating custom experiences, or powering aggregation, our APIs give you the power and flexibility to make it happen. 

Explore Our APIs

Discover ways to elevate your product using our APIs.

Basic Planning APIs

Access client data and admin APIs to synchronize and automate data between eMoney and the systems you use most—streamlining workflows and increasing efficiency.  

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Premium Planning APIs

Integrate the powerful planning projections and calculations of eMoney into your firm’s custom planning experiences. 

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Aggregation APIs

Power your own client experience with eMoney’s market leading aggregation so you can seamlessly gather client financial account information from a variety of sources and unify it into a single, actionable data set. 

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3rd Party Integration APIs

Explore APIs that make it easy for third-party tech providers to integrate directly with eMoney—enabling secure data sharing, streamlined workflows, and better advisor experiences. 

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Create an Account

Take a deeper look at our APIs by creating an account. Whether you're evaluating them for your team or gearing up to build, signing up is the first step to turning ideas into reality. 

Start Building

Jump into development with access to our guides and code. Go from concept to production without friction.