About inStream Wealth

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So far inStream Wealth has created 21 entries.

inStream integrates with RedTail

View a preview of our upcoming integration with Redtail CRM on Advisors 4 Advisors.

January 21st, 2013|

RIA Biz – Technology top 12

Check out the Top 12 technology happenings affecting RIAs in 2012. To see where inStream ranks, please visit the full article.

January 21st, 2013|

RIA Biz – The Next Big thing in RIA Technology?

Could inStream be the next big thing in RIA technology? Lisa Shidler with RIA Biz thinks it could be. To view the full article, click here.

January 6th, 2013|

Financial Advisor Magazine – Rethinking the Advisor Dashboard

Check out our feature in FA Mag on how inStream is rethinking the advisor dashboard. To see the full article, click here!

November 5th, 2012|

Finovate – inStream is Changing the Industry

InStream is changing the market standard for what is generally referenced today as “financial planning software”. Click here to read more about our presentation at Finovate.

May 9th, 2012|

Washington Business Journal – inStream Breaking New Ground

The Washington Business Journal did a write up on how inStream is breaking ground into new and uncharted territory. Check out the article to get the full story.

April 27th, 2012|

Advisors 4 Advisors – inStream Solutions: The Future of Wealth Management

Check out why Advisors 4 Advisors thinks inStream is the most innovative professional wealth management software on the market. Click here to view the full article.

March 28th, 2012|

inStream, in the Moment

Read what Joel Bruckenstein has to say about inStream at financial-planning.com. Click here to read more.

February 1st, 2012|

Investment News – inStream turns Planning on it’s Head

To view our full feature in Investment News, please click here.

October 23rd, 2011|

Investment News – inStream Tour

Check out a walkthrough of our platform on Investment News! Click here to view the full article.

October 21st, 2011|