Overview
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.
Media
Core Features
Wealth Management Features
  • Client Portal
  • Data Import/Export
  • Financial Planning
  • Investment Tracking
  • Portfolio Management
  • Valuation & Risk Management
Investment Management Features
  • Asset Management
  • Benchmarking
  • Client Portal
  • Investment Tracking
  • Modeling & Simulation
  • Portfolio Management
  • Reporting
  • Risk Management
Stock Portfolio Management Features
  • Client Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Tax Management
  • Technical Analysis
Pricing
Pricing Type
Flat Rate
Free Version
No
Payment Frequency
Monthly Payment, Annual Subscription, Quote Based
Vendor pricing page
30 Days Trial
Plans & Packages
Standard
$149 Per Month
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • Windows
  • Mac
Support
  • Phone
Knowledge Base
  • Help Guides
  • Whitepapers
  • On-Site Training
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