Like Messi in Miami, this month’s features have arrived!
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This feature is dedicated to building an endpoint to retrieve detailed Income tax data for the given client and plan from current year till death. The APIs have been created in such a way that they cater to all the different types of income tax data. Developing these premium APIs now offers a mechanism for consumers to build their own online or printable view with preferable aesthetics. Read more…
Questions? Muhilan J, Jay Jackson | Released July 7
This feature provides modifying capabilities to medical insurance, providing access to read, update, and delete for any client medical insurance policies available through advanced facts. This work contributes to the usability of eMoney Access / contributes to our expanded planning APIs. Read more…
Questions? Sachin Bindal, Jay Jackson | Released July 7
Email verification is a feature that enables clients that have established a website to verify the accuracy of the email address associated with their website. This feature also ensures the email is not in use by any other clients within the partner install. This feature provides better security for clients, ensuring the email used for eMoney is the correct one and isn’t associated with any other users. Read more…
Questions? Frank Palazzo, Wayne Heilala | Releasing July 18th
Check out the full inventory here à Read more…
Questions? Pam Still | Released June 20th à July 11th
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