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An API for accessing NaviPlan plan data for a client. |
Boss Insights integrates with Advicent Published Plan Service to gather financial data to drive improved business outcomes.
With our common data model you can connect to Boss Insights using our API or SQL based access to gather information from all of the different applications like Advicent Published Plan Service that we support. You get the full picture of a business, check our integrations page to search for other applications we support
Popular integrations that provide similar types of data include:
