inStream logo small Oct 5/2016
inStream CEO To Lead Venture Capital & Private Equity Panel At Tiburon CEO Summit
inStream Solutions, the premier financial planning software that is revolutionizing the way wealth managers deliver advice to clients, is pleased to participate in the semi-annual Tiburon CEO Summit at the Ritz Carlton San Francisco, October 10-12. inStream CEO John Wotowicz will facilitate the conference’s venture capital and private equity panel discussion on October 12.
Read Full >
Dec 2/2014
The Future of Financial Planning – An Interview with Alex Murguia
We decided a couple of years ago, in SEI’s Advisor
business, that we would not create our own financial planning software. Our research showed that advisors are
Read Full >
RIABiz Nov 18/2014
Why a $25 Billion RIA just went with Alex Murguia’s startup’s financial planning software
The Buckingham Companies
— the St. Louis-based Dimensional Fund Advisors’ TAMP and RIA — bounded from $20 billion to $25 billion in managed assets
in the
Read Full >
advisor_perspectives Oct 21/2014
The Tool that Will Transform Firmwide Financial Planning
Alex Murguia, founder and CEO of InStream Solutions, may
be the most creative visionary in today’s advisor software ecosystem.
Read Full >
advisor_perspectives Oct 21/2014
Advisor Perspectives
The Tool that Will Transform Firmwide Financial Planning
Read Full >
buckingham-logo-footer Oct 20/2014
Press ReleaseBuckingham Asset Management & BAM Advisor Services announces selection of inStream wealth management
technology platform
Read Full >
May 17/2013
Wall Street Journal
Voices is an occasional column that allows wealth managers to address issues of interest to
the advisory community.
Read Full >
advisor_perspectives Apr 9/2013
Advisor Perspectives
Four Bold Innovations that will Revolutionize Financial Planning
Read Full >
Jan 21/2013
Advisors4Advisors
inStream Solutions Previews Integration With Redtail CRM; Innovative Financial App Adds Top Executives
Read Full >
Jan 21/2013
RIABiz
Top 12 crucial technology happenings affecting RIAs in 2012, Part 2
Read Full >
Jan 6/2013
RIABiz
Could inStream be the Next Big Thing in RIA technology?
Read Full >
Dec 1/2012
LifeHealthPro.com
Tech Support
Read Full >
Nov 5/2012
Financial Advisor
Rethinking The Advisor Desktop
Read Full >
May 9/2012
Finovate
inStream Shows How it is Changing the Financial Planning Software Industry
Read Full >
Apr 27/2012
Washington Business Journal
A free enterpriseFinancial software company inStream Solutions takes ‘free’ into uncharted territory with new offering
Read Full >
Mar 28/2012
Advisors4Advisors
I’ve Seen The Future Of Professional Wealth Management Software And Its Name Is inStream Solutions
Read Full >
Feb 1/2012
Financial Planning
inStream, in the Moment
Read Full >
Oct 28/2011
Financial Advisor
Wealth Manager Launches Software For Financial Advisors
Read Full >
Oct 23/2011
Investment News
Turning planning on it’s headIf you don’t have an Investment News account, you can take our word
that it’s a good article
Read Full >
Oct 21/2011
Investment News
inStream WealthTake a virtual tour of a free, new, quick, planning-centric, advisory front-end interface
Read Full >