Our Story
We help you guide your
clients to their financial goals
inStream empowers advisors to deliver a great client experience with more timely and relevant wealth management advice
inStream Wealth
A Powerful 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.
See All FeaturesinStream Highlights
Our unique wealth management platform comes built with several key features that will help guide you guide your clients in an efficient, clear manner.
Build client loyalty with your morning coffee. Start your day with a summary review of your clients’ financial planning touch points, and quickly address their needs.
Automated, Proactive Alerts
Stay on top of your clients’ planning needs and build trust through proactive planning.
Rigorous Financial Planning
We go beyond goals-based planning and incorporate academically rigorous logic and cash flow reporting to confidently assess your clients’ feasibility of achieving their objectives.
Save Savings Rate
Planning for the younger generations or clients in the accumulation stage requires a different set of analysis. Through the pioneering work of Dr. Wade Pfau, inStream is proud to offer the industry’s first Safe Saving rate analysis.
Wealth Management Calculators
An innovative suite of fully integrated financial calculators. inStream will automatically update account values and calculations.
Business Intelligence & Trends
Offers collective wealth management planning intelligence, and creates a participatory knowledge base.
