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

Personas

Accountant
Accountant
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.
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Financial Analyst
Financial Analyst
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.
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Credit Analyst
Credit Analyst
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.
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Auditor
Auditor
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.
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Transforming user intents to actions with a genie touch