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naviplancentral
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NaviPlan API
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Checked 4w ago · Updated 4w ago
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naviplancentral
NaviPlan API
get
Retrieve Advisors
v1
latest
Swagger 2.0
2026-07-14
64
225
137.2 KB
Advisors
3
get
Retrieve Advisors
get
Retrieve Advisors for a Client
get
Retrieve an Advisor
Assumptions
1
Auth
4
BusinessEntities
2
Calculations
1
DefinedBenefitPensions
2
Eula
1
Family
1
GoalAdjustments
9
Goals
2
HoldingCompanies
2
Households
1
Liabilities
2
LifestyleAssets
2
LivePlan
9
NetWorth
1
Password
4
PlanInformation
1
PlanStatuses
1
PortfolioAccounts
2
ProjectedAnnualSummary
2
ProjectedCashFlow
2
ProjectedGoals
2
ProjectedNetWorth
2
RestrictedStocks
2
ServiceInformation
1
StockOptions
2
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[]