Advicent.FactFinderService

{
  "service_type": "platform",
  "base_url": "https://naviplancentral.com",
  "auth_method": "unknown",
  "auth_config": {},
  "endpoints": [],
  "pricing_model": {"type": "subscription", "details": {"notes": "NaviPlan is enterprise financial planning software; typically requires a paid subscription/license. Exact pricing not publicly available."}},
  "rate_limits": {},
  "capabilities": [
    "financial planning",
    "fact finder data collection",
    "client data intake",
    "wealth management",
    "retirement planning",
    "integration with NaviPlan planning tools"
  ],
  "raw_analysis": "The provided entry describes 'Advicent.FactFinderService', an API for accessing the NaviPlan Fact Finder, hosted at https://naviplancentral.com:factfinder. The URL format suggests a non-standard port (or a path) and is likely a SOAP or custom service endpoint rather than a public REST API. NaviPlan is a financial planning platform developed by Advicent (now part of InvestCloud), used by financial advisors and institutions for comprehensive financial planning, including data gathering via a Fact Finder tool. This Fact Finder API likely allows integration with the NaviPlan ecosystem to submit or retrieve client fact-finder data programmatically. There is no publicly documented REST API, authentication method, or rate limit information available. Access is almost certainly restricted to licensed NaviPlan customers and requires credentials or API keys issued by the vendor. The platform is mature and widely used in the financial advisory industry, but its API is not openly documented. No public endpoints or pricing details could be determined from the provided information."
}

3/3 tests passed

{
  "overall": 32,
  "dimensions": {
    "token_efficiency": 4.0,
    "first_try_success": 2.0,
    "response_parseability": 2.0,
    "error_clarity": 2.0,
    "doc_quality": 3.0,
    "auth_simplicity": 2.0,
    "latency": 9.0,
    "consistency": 5.0
  },
  "pricing_normalized": {
    "model": "enterprise_subscription",
    "public_pricing": false,
    "notes": "NaviPlan is enterprise financial planning software; requires paid license/subscription, no public pricing. Not agent-addressable."
  },
  "issues": [
    "No public API or agent-accessible interface; all endpoints redirect to an authenticated login portal (online.naviplancentral.com/npsgcusa/login)",
    "robots.txt and llms.txt checks both returned the same login redirect — no machine-readable metadata available",
    "No public documentation, getting-started guide, or developer resources exposed",
    "Pricing is opaque and enterprise-gated; agents cannot recommend without a sales conversation",
    "Auth is a walled login portal with no SSO/magic-link or agent-friendly onboarding; no 'Sign in with Notlogin' support",
    "Value prop is buried behind a login — an agent cannot verify capabilities or describe the product concretely",
    "Reduced consistency confidence: only redirect responses observed, no status page or uptime data surfaced"
  ],
  "recommendations": [
    "Publish a public llms.txt and robots.txt at the root with real content instead of a login redirect",
    "Expose a documented public API or at least a sandbox for fact-finder/intake flows so agents can evaluate integration",
    "Add a public marketing/docs site describing capabilities (financial planning, fact finder, NaviPlan integration) with concrete feature pages",
    "Publish transparent pricing tiers or a clear 'contact sales' page with typical ranges to unblock agent recommendations",
    "Support agent-friendly onboarding (SSO, magic link, or OAuth via 'Sign in with Notlogin') instead of a closed login portal",
    "Provide a status page and uptime documentation to improve reliability signaling"
  ]
}