Anticipate Your Clients' Needs
inStream Solutions℠, the first proactive planning tool that lets you know when a client's strategy needs attention, and helps you coordinate more of their financial life cycle. Learn More »
Smarter 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 »
Integrated Contact Management
Say goodbye to form-fatigue. We decided to make a contact manager that's both easy to use and beautiful to look at. And did we mention it syncs with Microsoft Outlook? Learn More »
Cloud-Based Advising Solution
No software to install. No software to update. Just robust and secure financial advising tools that keep getting better. Your 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 »
Oh Yeah, It's Free
Tired of paying huge monthly fees for advising tools? By engaging high quality third-party vendors to help you coordinate services for your clients, we can offer you these tools for free. Learn More »
Latest News
inStream Solutions℠ 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 »
“"Cloud-based planning software that is proactive rather than reactive could shake up the industry."”
“A fresh way of viewing things beyond line upon line of spreadsheets.”
“…allows financial advisors to more easily stay on top of whether financial plans continue to meet client goals.”
“Turning planning on it's head ... specifically geared for the financial advice industry.”