Deliver A Power Wealth Management Experience

Designed by an advisor, inStream is an innovative, cloud-based financial planning and wealth management platform that is quickly revolutionizing the way advisors deliver advice, and redefining how they manage their practice.

inStream’s fully integrated platform provides advisors with simple yet robust planning capabilities, proactive guidance alerts, and a variety of practice management tools aimed at helping advisors scale their practice, increase client satisfaction, and most importantly, grow their business.

inStream empowers advisors to deliver a great client experience with more timely and relevant wealth management advice by performing a complete “annual review” for all of an advisor’s clients every single evening, telling advisors which clients to call, and what to discuss with them.

  • Proactively engage clients in current, relevant, and frequent client communications
  • Automate, simplify, and streamline your client review process
  • Dramatically increase scale and productivity