# NaviPlan API: access, auth, sandbox and MCP (checked Oct 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.

- Vendor: InvestCloud, Inc. (InvestCloud, Inc.)
- Website: https://investcloud.com/naviplan/
- Category: Financial planning (core)
- API access: Not found
- Last checked: 2026-10-17
- Id: `naviplan` · JSON: https://wealthtech.dev/products/naviplan.json

## Developer surface

| Field | Value | Source and quote | Checked |
|---|---|---|---|
| API access | Not found | Not found. 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. 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. | 2026-10-17 |
| Developer docs | Not found | Not found. No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). | 2026-10-17 |
| API style | Not found | Not found. No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). | 2026-10-17 |
| Authentication | Not found | Not found. No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). | 2026-10-17 |
| How to get access | Not found | Not found. No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). | 2026-10-17 |
| Sandbox | Not found | Not found. No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). | 2026-10-17 |
| Rate limits | Not found | Not found. No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). | 2026-10-17 |
| Webhooks | Not found | Not found. No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). | 2026-10-17 |
| SDKs | Not found | Not found. No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). | 2026-10-17 |
| OpenAPI spec | Not found | Not found. No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). No public NaviPlan API documentation found on the pages tried (investcloud.com/naviplan, the Advicent API URL redirect, the US subscription agreement). | 2026-10-17 |
| Partner program | InvestCloud states strategic partnerships with associations such as the FPA and Garrett Planning Network | Checked on the source's own page. [www.advicentsolutions.com](https://www.advicentsolutions.com/products/naviplan-apis) "our strategic partnerships with associations like the FPA and Garrett Planning Network provide discounts to group members." | 2026-10-17 |
| Public integration list | https://investcloud.com/naviplan/ | Checked on the source's own page. [www.advicentsolutions.com](https://www.advicentsolutions.com/products/naviplan-apis) "Our integration with MX allows clients to import their accounts and loans from thousands of institutions." | 2026-10-17 |
| Ways to connect | Not found | Not found. No connection mechanism for third parties stated on the pages tried. No connection mechanism for third parties stated on the pages tried. | 2026-10-17 |

## MCP servers and AI connectors

None recorded on public pages we checked.

## What the docs don't say

- 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.

## Changes

No changes recorded since this record was first published.
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Source: https://wealthtech.dev/products/naviplan · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it.