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NaviPlan API

InvestCloud, Inc. · Financial planning · investcloud.com

Not found Last checked Oct 17, 2026

No public NaviPlan developer documentation was found. InvestCloud's NaviPlan page mentions an MX integration, and the old Advicent NaviPlan APIs address now redirects to that page.

Developer surface

Open any row to see the page it came from, the exact words on that page and when we checked. "Not found" means we looked on the public pages listed in the note and the fact wasn't there.

API access Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
No NaviPlan developer docs or access process found. advicentsolutions.com/products/naviplan-apis redirected to investcloud.com/naviplan/, which has no API content. InvestCloud's US subscription agreement (investcloud.com/naviplan-subscription-agreement-us/) lists 'NaviPlan® APIs' within its definition of Product.
Developer docs Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement).
API style Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement).
Authentication Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement).
How to get access Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement).
Sandbox Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement).
Rate limits Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement).
Webhooks Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement).
SDKs Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement).
OpenAPI spec Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement).
Partner program InvestCloud states strategic partnerships with associations such as the FPA and Garrett Planning Network
Checked on the source's own page · Oct 17, 2026
“our strategic partnerships with associations like the FPA and Garrett Planning Network provide discounts to group members.”
Source
https://www.advicentsolutions.com/products/naviplan-apis
Checked
Oct 17, 2026
Note
This is an association discount program, not a developer partner program.
Public integration list investcloud.com
Checked on the source's own page · Oct 17, 2026
“Our integration with MX allows clients to import their accounts and loans from thousands of institutions.”
Source
https://www.advicentsolutions.com/products/naviplan-apis
Checked
Oct 17, 2026
Note
The NaviPlan page has an Integrations & Partnerships section but no full list.
Ways to connect Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
No connection mechanism for third parties stated on the pages tried.

MCP servers and AI connectors

None recorded. We found no MCP server or AI connector for NaviPlan on the public pages we checked. See all MCP servers.

What the docs don't say

Changes

No changes recorded since this record was first published (Oct 17, 2026). Changes show up here and in the changelog.

Other financial planning tools

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