{
  "page": "https://wealthtech.dev/products/naviplan",
  "title": "NaviPlan API: access, auth, sandbox and MCP (checked Oct 2026)",
  "description": "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.",
  "updated": "2026-10-17",
  "data": {
    "$schema": "https://wealthtech.dev/schema/product.schema.json",
    "url": "https://wealthtech.dev/products/naviplan",
    "title": "NaviPlan API: access, auth, sandbox and MCP (checked Oct 2026)",
    "lastChecked": "2026-10-17",
    "id": "naviplan",
    "name": "NaviPlan",
    "vendor": "InvestCloud, Inc.",
    "website": "https://investcloud.com/naviplan/",
    "category": "planning",
    "tier": "core",
    "company": "investcloud",
    "listed": true,
    "access": {
      "value": "none-found",
      "state": "unknown",
      "checked": "2026-10-17",
      "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."
    },
    "docsUrl": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement)."
    },
    "style": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement)."
    },
    "auth": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement)."
    },
    "howToGetAccess": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement)."
    },
    "rateLimits": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement)."
    },
    "webhooks": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement)."
    },
    "sdks": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement)."
    },
    "sandbox": {
      "value": "unknown",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement)."
    },
    "openapi": {
      "value": "none",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement)."
    },
    "partnerProgram": {
      "value": "InvestCloud states strategic partnerships with associations such as the FPA and Garrett Planning Network",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.advicentsolutions.com/products/naviplan-apis",
      "evidence": "our strategic partnerships with associations like the FPA and Garrett Planning Network provide discounts to group members.",
      "capture": "evidence/naviplan/investcloud-com-naviplan.txt",
      "note": "This is an association discount program, not a developer partner program."
    },
    "publicIntegrationList": {
      "value": "https://investcloud.com/naviplan/",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.advicentsolutions.com/products/naviplan-apis",
      "evidence": "Our integration with MX allows clients to import their accounts and loans from thousands of institutions.",
      "capture": "evidence/naviplan/investcloud-com-naviplan.txt",
      "note": "The NaviPlan page has an Integrations & Partnerships section but no full list."
    },
    "connectionMechanisms": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No connection mechanism for third parties stated on the pages tried."
    },
    "mcp": [],
    "whatDocsDontSay": [
      "No public NaviPlan developer documentation was found. The subscription agreement names NaviPlan APIs within its definition of Product, but no endpoints, authentication or access process are published on the pages read.",
      "The old Advicent NaviPlan APIs address now redirects to InvestCloud's NaviPlan page."
    ],
    "changelog": [],
    "summary": "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.",
    "license": "CC BY 4.0",
    "attribution": "wealthtech.dev",
    "publisher": "wealthtech.dev"
  }
}