Audience
Companies searching for a solution to manage and improve their financial planning operations
About inStream
inStream simplifies your planning process to help you illustrate where a client is headed, and how they might get there. inStream provides you with the same confidence, clarity, and convenience that your clients want. Better financial planning means better wealth management and better client relationships. inStream provides you with tools to help you scale your practice and proactively deliver current, meaningful, and consistent advice to all your clients. Build client loyalty with your morning coffee. Start your day with a summary review of your clients’ financial planning touch points, and quickly address their needs. Stay on top of your clients’ planning needs and build trust through proactive planning. We go beyond goals-based planning and incorporate academically rigorous logic and cash flow reporting to confidently assess your clients’ feasibility of achieving their objectives.
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Pricing
Starting Price:
$137.00/month/user
Integrations
No integrations listed.
Company Information
inStream Solutions
United States
instreamwealth.com
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Product Details
Platforms Supported
Cloud
Training
Webinars
Support
Phone Support
Online
inStream Product Features
Investment Management
Bonds / Stocks
Supported
Client Management
Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Modeling & Simulation
Supported
Risk Management
Supported
Accounting Management
Not Supported
Benchmarking
Not Supported
Commodities
Not Supported
Fund Management
Not Supported
Payroll & Commissions
Not Supported
Performance Metrics
Not Supported
Portfolio Management
Not Supported
