inStream
Better Financial Planning. Better Wealth Management.
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.
2015
United States
- Investment-management
- English
Industries
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Investment-management
Licensing & Deployment
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Open Source
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Cloud Hosted
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Web-based
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Windows
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Mac
Support
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Email
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Phone
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24x7 Support
Training
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Webinar
Knowledge Base
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Help Guides
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Whitepapers
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On-Site Training
Media
inStream Core Features
Focus of Wealth Management Feature
- Client Portal
- Data Import/Export
- Financial Planning
- Investment Tracking
- Portfolio Management
- Valuation & Risk Management
inStream Pricing
Pricing Type
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Flat Rate
Preferred Currency
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USD ($)
Free Version
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No
Free Trial
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30 Days Trial
Payment Frequency
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Monthly Payment
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Annual Subscription
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Quote Based
Plans & Packages
Standard
$149 Per Month
inStream Reviews
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