inStream

Better Financial Planning. Better Wealth Management.

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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. Deliver Efficient & Proactive communications with Timely & Relevant insights into your clients’ financial goals and objectives.
inStream
2015
United States
  • Investment-management
1 Industry
  • English
1 Language

Screenshot & Video

1/2

LICENSING & DEPLOYMENT

  • Open Source
  • Cloud Hosted
  • Web-based
  • Windows
  • Mac

SUPPORT

  • Email
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Whitepapers
  • On-Site Training

inStream Core Features

Wealth Management

  • Client Portal
  • Data Import/Export
  • Financial Planning
  • Investment Tracking
  • Portfolio Management
  • Valuation & Risk Management

Financial Planning

  • Budgeting & Forecasting
  • Expenditure Tracking
  • Financial Reporting
  • Investment Management

inStream Pricing

Pricing Type

  • Flat Rate

Preferred Currency

  • USD ($)

Free Version

  • No

Payment Frequency

  • Monthly Payment
  • Annual Subscription
  • Quote Based
Vendor pricing page
  • 30 Days Trial

Plans & Packages

Standard
$149 Per Month

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