Financial planning tools
Planning software advisors use to build client plans. Of 9 products here: 2 docs open, keys gated, 3 partner-gated, 4 none found.
2 of them have an MCP server or AI connector on record: Conquest Planning, MoneyGuide.
| Product | API access | Auth | Sandbox | OpenAPI | Checked |
|---|---|---|---|---|---|
| Asset-Map Asset-Map, Inc. | Partner-gated | Not found | Not found | Not found | Oct 17, 2026 |
| Boldin NewRetirement, Inc. d/b/a Boldin | Open docs, keys by approval | API key | Not found | Published | Oct 17, 2026 |
| Conquest Planning Conquest Planning Inc. | Not found | Not found | Not found | Not found | Oct 17, 2026 |
| eMoney Advisor eMoney Advisor, LLC | Partner-gated | OAuth 2.0 (JWT with certificate) | Not found | Not found | Oct 17, 2026 |
| Holistiplan Holistiplan LLC | Open docs, keys by approval | OAuth 2.0 (client credentials) | Not found | Not found | Oct 17, 2026 |
| Income Lab Income Laboratory, Inc. | Not found | Not found | Not found | Not found | Oct 17, 2026 |
| MoneyGuide Envestnet | Partner-gated | Not found | Not found | Not found | Oct 17, 2026 |
| NaviPlan InvestCloud, Inc. | Not found | Not found | Not found | Not found | Oct 17, 2026 |
| RightCapital RightCapital Inc. | Not found | Not found | Not found | Not found | Oct 17, 2026 |
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