Proactively guide your clients to better wealth management.

inStream helps advisors deliver Efficient & Proactive communications with Timely & Relevant insights into their clients’ financial planning goals and objectives.

Financial Planning for Advisors, from Advisors

inStream provides you with tools to help you scale your practice and proactively deliver current, meaningful, and consistent advice to all your clients.


Dashboard Overview

Build client loyalty with your morning coffee. Start your day with a summary review of your clients’ financial planning touchpoints, and quickly address their needs.

Automated, Proactive Alerts

Stay on top of all your client’s planning needs, from automatic notifications to recurring touchpoint and planning milestone reminders.

Goals-Based Financial Planning

We believe a goals-based financial plan should provide clients with a litmus test that helps them assess the ongoing feasibility of being able to achieve their objectives. Think of it as your client’s financial goals GPS.

Safe Savings Rate

Planning for the younger generations or clients in the accumulation stage requires a different set of analysis. Through the pioneering work of Dr Wade Pfau, inStream is proud to offer the industry’s first Safe Saving rate analysis.

Wealth Management Calculators

An innovative suite of fully integrated financial calculators. inStream will automatically update account values and calculations.

Business Intelligence and Trends

Offers collective wealth management planning intelligence, and creates a participatory knowledge base.



What Our Clients Say:

We are wholly committed to providing the best possible product for Advisors and their clients. Take a look at what a few of them had to say.


inStream is one of few applications I run every day. It’s instrumental to client acquisition, quality planning, and proactively meeting clients ongoing needs. I love the simplicity. The application makes it incredibly easy to run through multiple “what if” scenarios in just a few clicks – which is a major part of the financial planning value we propose to all clients and prospective clients.
Jason Wenk, President at Retirement Wealth Advisors
We have tried a number of other planning softwares and inStream was the first that afforded us the ability to efficiently provide formal planning to every client. Our clients are very excited about the process and having a resource that provides clarity and helps them make informed decisions.
Bob Len, CPA, Director at Wolf Group Capital Advisors

Ready to see more? Check out our recorded webinar

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