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eMoney Advisor API

eMoney Advisor, LLC · Financial planning · emoneyadvisor.com

Partner-gated Last checked Oct 17, 2026

eMoney's APIs use certificate-based authentication: you give eMoney an X.509 certificate and receive an admin-level ID. The published rate limit is 60 concurrent calls, with 250 calls per hour on Monte Carlo endpoints. Third-party integration requests go through eMoney's review and are not guaranteed approval.

Developer surface

Open any row to see the page it came from, the exact words on that page and when we checked. "Not found" means we looked on the public pages listed in the note and the fact wasn't there.

API access Partner-gated
Checked on the source's own page · Oct 17, 2026
“submitting a request does not guarantee approval or immediate access to integrate”
Source
https://developer.emoneyadvisor.com/resources/docs/third-party-integration-apis
Checked
Oct 17, 2026
Note
Third-party integration requests are reviewed by eMoney. The planning API reference (developer.emoneyadvisor.com/planning/reference) redirected to a sign-in page on 2026-10-17, so endpoint detail is behind an account. research/03 listed it as an open reference; the live page disagrees.
Developer docs developer.emoneyadvisor.com
Checked on the source's own page · Oct 17, 2026
“Build, test, and deploy faster than ever with eMoney APIs.”
Source
https://developer.emoneyadvisor.com/
Checked
Oct 17, 2026
API style Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
Public pages list endpoints with Get/Create/Update/Delete operations but do not name the API style; the reference pages require sign-in.
Authentication OAuth 2.0 (JWT with certificate)
Checked on the source's own page · Oct 17, 2026
“eMoney APIs utilize a certificate-based authentication method for connectivity.”
Source
https://developer.emoneyadvisor.com/resources/docs/faq
Checked
Oct 17, 2026
Note
FAQ also states: 'When connecting to eMoney Access APIs, you authenticate using a JWT token, not a user.' and 'We use the industry-standard OAuth 2.0 authentication workflow'.
How to get access Provide the eMoney team with an X.509 public certificate signed by an external, trusted certificate authority; eMoney then provides an admin-level ID.
Checked on the source's own page · Oct 17, 2026
“you will need to provide the eMoney Team with a X.509 Public Certificate signed by an external, trusted Certificate Authority (CA)”
Source
https://developer.emoneyadvisor.com/resources/docs/faq
Checked
Oct 17, 2026
Sandbox Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
The FAQ advises a separate certificate for testing and for production but does not describe a test environment or how to get one.
Rate limits 60 concurrent calls; Monte Carlo endpoints 250 calls per hour; 429 on exceed
Checked on the source's own page · Oct 17, 2026
“Our APIs have a built-in rate limit of 60 concurrent calls.”
Source
https://developer.emoneyadvisor.com/resources/docs/faq
Checked
Oct 17, 2026
Note
FAQ: 'all of our Monte Carlo endpoints have a 250 call per hour limit'.
Webhooks Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
No webhook page found on the public developer pages read (home, products, FAQ, third-party and aggregation pages).
SDKs Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
None named on the public developer pages read. The aggregation page lists web components (Add Accounts, Accounts by Connection, Manage Connections), which are not SDKs.
OpenAPI spec Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
No OpenAPI download visible on the public pages; the reference pages redirect to a sign-in page. research/03 recorded the download as hidden; not re-verifiable without sign-in.
Partner program Third-party integration requests are submitted through the Contact Us form and reviewed against customer benefit, strategic alignment, technical feasibility, security and capacity.
Checked on the source's own page · Oct 17, 2026
“All integration requests are evaluated through our review process”
Source
https://developer.emoneyadvisor.com/resources/docs/third-party-integration-apis
Checked
Oct 17, 2026
Public integration list Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
No eMoney-hosted public partner list found on the developer.emoneyadvisor.com pages read (home, products, third-party, aggregation, FAQ).
Ways to connect Native API
Checked on the source's own page · Oct 17, 2026
“our APIs give you the power and flexibility to make it happen”
Source
https://developer.emoneyadvisor.com/
Checked
Oct 17, 2026
Note
The developer site navigation also lists Single Sign-on documentation (SAML, Okta, Azure).

MCP servers and AI connectors

None recorded. We found no MCP server or AI connector for eMoney Advisor on the public pages we checked. See all MCP servers.

What the docs don't say

Changes

No changes recorded since this record was first published (Oct 17, 2026). Changes show up here and in the changelog.

Other financial planning tools

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