Drexel University

Corporation

APIris is a web page designed to showcase the various APIs eMoney has to offer to its Advisors by providing Advisors with a multitude of different features and functionalities designed to make their experience with the clients better. 

Financial Advisors and firms have access to more technology solutions than ever before. This has led to disjointed experiences, duplication of work, and asynchronous data. Medium-small to large sized firms are now looking for ways to streamline technology stacks and turning to APIs as a means of doing this. EMoney needs a way to highlight our current API functionality as well as understand what additional APIs will provide the greatest value to our customers.

Once an Advisor logs into APIris with their unique credentials, they will be able to perform a variety of actions to help them better serve their clients. They will be able to view the overall health of a client, the client's net worth, assets, liabilities, schedule events and meetings, create reminders and notifications, and other useful actions.  While building APIris, the developer experience (DX) was also taken into consideration.