The Advicent Narrator Connect Naviplan Financial Planning API supports the ability to view various aspects of the financial plans generated within the Naviplan® financial planning tool. It enables firms to deliver financial applications using a customizable, integrated, and differentiated experience and supports the ability to retrieve goals, cash flows, and other financial information. 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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So far, we don't have a record of any changes to this API