inStream Overview

inStream
2015
United States
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.
Industries
  • Investment Management
Languages
  • English
Media
inStream
inStream

inStream Core Features

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