The Advicent Narrator Connect Naviplan Fact Finder API is used for accessing the Narrator Fact Finder and provides a way to capture your client’s demographic information, current financial status and goals. Advicent provides a way to engage on financial planning topics to take customer feedback in order to assist advisors in their workflows. They offer solutions to guide clients through the financial planning process, context surrounding a client’s financial plan, and create an experience for clients as they engage with you on your digital platform that includes access to information and tools, such as financial plans, personal financial management, account aggregation, secure document sharing, collaboration tools, and more.
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