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Naviplancentral

naviplancentral.com

Naviplancentral - Advicent.FactFinderService

NaviPlan Fact Finder API provides operations for managing various financial aspects including savings strategies, real estate assets, education goals, expenses, life insurance policies, retirement goals, demographics, and more. Users can create, update, retrieve, and delete different types of financial data tied to a Fact Finder. The API offers functionalities such as creating subaccounts, updating demographic information, managing account holdings, and accessing different types of financial goals and assets.

Financial Planning

Investment Management

Insurance

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As an accountant, easily generate tailored savings strategies for specific accounts to optimize financial planning and compliance. Streamline the process of creating detailed reports and ensure adherence to regulations with our AI assistant.

Use cases

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Effortlessly Create Customized Savings Strategies

Chat examples

Create a savings strategy for Account ID 123 that aligns with the latest compliance regulations.
I've successfully created a tailored savings strategy for Account ID 123, incorporating the latest compliance regulations. The strategy is now ready for implementation. Is there anything else you need assistance with?

Empower your financial analysis with our AI assistant to uncover valuable insights from complex financial data. Forecast future trends accurately and support strategic planning initiatives with data-driven decisions.

Use cases

Chat examples

Analyze the financial data trends for the past year and provide insights for strategic planning.
I've analyzed the financial data trends for the past year and identified key insights to support your strategic planning initiatives. These insights can guide your decision-making process effectively. How else can I assist you today?

Enhance your credit risk assessment process with our AI assistant's data-driven analysis. Evaluate credit data and financial statements efficiently to determine risk levels accurately and make informed lending decisions.

Use cases

Chat examples

Assess the credit risk involved in extending credit to Company X based on their financial statements.
I've conducted a thorough analysis of Company X's financial statements to assess the credit risk involved in extending credit. The data indicates a moderate risk level, suggesting caution in the lending decision. Is there anything else you need assistance with?

Facilitate financial audits with precision and compliance using our AI assistant. Verify financial and accounting records accurately to ensure adherence to established standards and regulatory requirements.

Use cases

Chat examples

Verify the accuracy of the financial records for the current fiscal year to prepare for the audit.
I've meticulously verified the accuracy of the financial records for the current fiscal year, ensuring compliance with established standards. The records are audit-ready. Is there anything else you need assistance with?

Transforming user intents to actions with a genie touch