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INDEX / FINANCE / NAVIPLANCENTRAL ADVICENT.FACTFINDERSERVICE
№ APD-01750
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№ APD-01750 · FIRST INDEXED 2026-08-27

Naviplancentral Advicent.FactFinderService

An API for accessing the NaviPlan Fact Finder.
SOURCE: DISCOVERY-APISGURU
DOMAIN: naviplancentral.com
REGISTRY RECORD
AS OBSERVED — UNVERIFIED
AUTHunknown
PRICINGunknown
CATEGORIESfinance
STATUSunclaimed
DOCS STATUSmoved — see final url
LAST CRAWL2026-08-27 05:42
ENDPOINTS
STRUCTURED FROM SWAGGER 2.0
GET
/api/AccountTypes
Description: This operation retrieves all Account Types for the specified country.<br /> Purpos
GET
/api/AccountTypes/{id}
Description: This operation retrieves all Account Types for the specified id.<br /> Purpose: Pr
GET
/api/Accounts
Description: This operation retrieves all Accounts for the specified Fact Finder ID and/or external source ID.
POST
/api/Accounts
Description: The operation creates an Account.<br /> Purpose: Allows for creation of Accounts o
GET
/api/Accounts/{accountId}/Holdings
Retrieves all holdings in the specified Account.
POST
/api/Accounts/{accountId}/Holdings
Creates a holding and adds it to an existing Account.
PUT
/api/Accounts/{accountId}/Holdings
Updates all holdings associated with an account
GET
/api/Accounts/{accountId}/Holdings/{id}
Description: This operation retrieves a single Account Holding for the specified Account Holding ID and Accoun
PUT
/api/Accounts/{accountId}/Holdings/{id}
Updates a holding associated with an account
DELETE
/api/Accounts/{accountId}/Holdings/{id}
Description: This operation deletes a single Account Holding for the specified Account Holding ID and Account
GET
/api/Accounts/{accountId}/SavingsStrategies
Get all of the savings strategies for a specific account
POST
/api/Accounts/{accountId}/SavingsStrategies
Creates a savings strategy on a specific account
+ 139 MORE ENDPOINTS IN THE SPEC
FULL SPEC →