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.
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.
“Our clients are very excited…”
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, Wolf Group Capital Advisors
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.
inStream goes way beyond just a financial planning system. In just a short period of time, inStream has become mission critical to our practice. When you can show a client where they stand in relation to the markets and their goals in meaningful way – and in less than 30 minutes – that is transformational.
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