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inStream Solutionsâ„  Open Houses

If you’re interested in learning more about what inStream is and how it might be able to help you and your firm, join one of our live demos so we can show you more. more »

Financial Planning

"Cloud-based planning software that is proactive rather than reactive could shake up the industry."”

Investment News

A fresh way of viewing things beyond line upon line of spreadsheets.”

Financial Advisor

…allows financial advisors to more easily stay on top of whether financial plans continue to meet client goals.”

Investment News

Turning planning on it's head ... specifically geared for the financial advice industry.”

Anticipate Your Clients' Needs

inStream is the first proactive wealth management and financial planning tool that alerts you when a client's plan and strategy need attention, helping you proactively coordinate a full financial lifecycle of decisions. Learn More »

Fully Integrated Financial Calculators

Answer those everyday client questions with the click of a button. With our Smart Calculators that are pre-filled with your client data, you can stop continually re-entering data. Learn More »

Cloud-based Wealth Management Platform

No software to install. No software to update. Just robust, innovative, and secure wealth management and financial planning tools. Your clients, IT, and back office teams can thank us later.

Crowd-Sourcing Best Practices

We all don't have to work in our own bubbles. By aggregating advising trends, advisors can leverage each others' knowledge on optimal strategies for various client demographics. Learn More »

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