{
  "page": "https://wealthtech.dev/categories/planning",
  "title": "Financial planning tools: API access, sandboxes and MCP servers",
  "description": "Planning software advisors use to build client plans.",
  "updated": "2026-10-22",
  "data": {
    "id": "planning",
    "name": "Financial planning",
    "plural": "Financial planning tools",
    "tier": "core",
    "blurb": "Planning software advisors use to build client plans.",
    "products": [
      {
        "id": "asset-map",
        "name": "Asset-Map",
        "vendor": "Asset-Map, Inc.",
        "category": "planning",
        "tier": "core",
        "access": "partner-gated",
        "sandbox": "Not found",
        "openapi": "Not found",
        "webhooks": "Not found",
        "mcp": [],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/asset-map"
      },
      {
        "id": "boldin",
        "name": "Boldin",
        "vendor": "NewRetirement, Inc. d/b/a Boldin",
        "category": "planning",
        "tier": "core",
        "access": "open-docs-gated-keys",
        "sandbox": "Not found",
        "openapi": "Published",
        "webhooks": "Not found",
        "mcp": [],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/boldin"
      },
      {
        "id": "conquest-planning",
        "name": "Conquest Planning",
        "vendor": "Conquest Planning Inc.",
        "category": "planning",
        "tier": "core",
        "access": "unknown",
        "sandbox": "Not found",
        "openapi": "Not found",
        "webhooks": "Not found",
        "mcp": [
          "conquest-mcp"
        ],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/conquest-planning"
      },
      {
        "id": "emoney",
        "name": "eMoney Advisor",
        "vendor": "eMoney Advisor, LLC",
        "category": "planning",
        "tier": "core",
        "access": "partner-gated",
        "sandbox": "Not found",
        "openapi": "Not found",
        "webhooks": "Not found",
        "mcp": [],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/emoney"
      },
      {
        "id": "holistiplan",
        "name": "Holistiplan",
        "vendor": "Holistiplan LLC",
        "category": "planning",
        "tier": "core",
        "access": "open-docs-gated-keys",
        "sandbox": "Not found",
        "openapi": "Not found",
        "webhooks": "Not found",
        "mcp": [],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/holistiplan"
      },
      {
        "id": "income-lab",
        "name": "Income Lab",
        "vendor": "Income Laboratory, Inc.",
        "category": "planning",
        "tier": "core",
        "access": "unknown",
        "sandbox": "Not found",
        "openapi": "Not found",
        "webhooks": "Not found",
        "mcp": [],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/income-lab"
      },
      {
        "id": "moneyguide",
        "name": "MoneyGuide",
        "vendor": "Envestnet",
        "category": "planning",
        "tier": "core",
        "access": "partner-gated",
        "sandbox": "Not found",
        "openapi": "Not found",
        "webhooks": "Not found",
        "mcp": [
          "envestnet-connector"
        ],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/moneyguide"
      },
      {
        "id": "naviplan",
        "name": "NaviPlan",
        "vendor": "InvestCloud, Inc.",
        "category": "planning",
        "tier": "core",
        "access": "unknown",
        "sandbox": "Not found",
        "openapi": "Not found",
        "webhooks": "Not found",
        "mcp": [],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/naviplan"
      },
      {
        "id": "rightcapital",
        "name": "RightCapital",
        "vendor": "RightCapital Inc.",
        "category": "planning",
        "tier": "core",
        "access": "unknown",
        "sandbox": "Not found",
        "openapi": "Not found",
        "webhooks": "Not found",
        "mcp": [],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/rightcapital"
      }
    ]
  }
}