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naviplancentral
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NaviPlan API
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v1
latest
Swagger 2.0
2026-07-14
64
225
137.2 KB
Advisors
Retrieve Advisors
This operation retrieves a list of all of the Advisors in the plan.
get
/api/Advisors
Response
Success
AdvisorsModel
required
advisors
AdvisorModel[]
All 64 operations
get
Retrieve Advisors
get
Retrieve Advisors for a Client
get
Retrieve an Advisor
get
Retrieve plan assumptions
get
Retrieve business entities
get
Retrieve a business entity
get
Retrieve Monte Carlo results from standalone calc service
get
Retrieve defined benefit pensions
get
Retrieve a definedBenefitPension
post
Accepts the EULA
get
Retrieve family
get
Retrieve the adjustments
post
Perform calculations
get
Returns a list of goals with their relevant success rates.
get
Retrieve the adjustments
post
Perform calculations
get
Returns a list of goal adjustment restrictions.
get
Retrieve the adjustments
post
Perform calculations
get
Returns WAMO values for current goal
get
Retrieve goals
get
Retrieve goals
get
Retrieve holding companies
get
Retrieve a holding company
get
Retrieve all Households associated with the user
get
Retrieve liabilities
get
Retrieve a liability
get
Retrieve lifestyle assets
get
Retrieve lifestyle assets
get
Retrieves all goals from the live plan
get
Retrieve a list of funding accounts
get
Retrieve WAMO values for a given goal
get
Retrieves accounts for a given plan
get
Retrieves liabilities for a given plan
get
Retrieves lifestyle assets for a given plan
get
Retrieves real estate accounts for a given plan
get
Retrieves net worth projections
get
Retrieves needs vs abilities projections
get
Retrieve net worth
post
Determines if the currently logged in user has set their own password
get
Gets the password complexity requirements
post
Resets the password for the supplied user name
post
Sets the password for the currently logged in user
get
Retrieve plan information
get
Retrieve plan data statuses
get
Retrieve portfolio accounts
get
Retrieve a portfolio account
get
Retrieve projected annual summaries
get
Retrieve projected annual summary by id
get
Retrieve projected cash flow
get
Retrieve projected cash flow by id
get
Retrieve assets funding goals over time
get
Retrieve needs vs abilities data
get
Retrieve projected net worth
get
Retrieve projected net worth by id
get
Retrieve restricted stocks
get
Retrieve a restricted stock
get
This resource can be used to check the status of the service.
get
Retrieve stock options
get
Retrieve a stock option
post
Start a session with the DomainProviders user store
get
Gets the login rules
post
/api/auth/Logout
post
Validate and extend the duration of a session