inStream

inStream

inStream Solutions
+
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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies interested in a multi-module platform solution to provide their clients with investment advice

Audience

Companies searching for a solution to manage and improve their financial planning operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$137.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Comarch
Founded: 1993
Poland
www.comarch.com/finance/banking/comarch-wealth-management/

Company Information

inStream Solutions
United States
instreamwealth.com

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Categories

Categories

Stock Portfolio Management Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

Airstack
Alvaria Workforce
ArcGIS
Check Point Quantum
Citrix ADC
Dell EMC NetWorker
Fortinet SD-WAN
HPE Consumption Analytics
Huawei FusionStorage
IBM Cloud
Juniper Booking Engine
Microsoft 365
Oracle Cloud Infrastructure
Palo Alto Networks NGFW
Red Hat Cloud Suite
Symantec Advanced Authentication
Trend Micro Endpoint Encryption
VMware Cloud
Verint Workforce Engagement Cloud
Veritas NetBackup

Integrations

Airstack
Alvaria Workforce
ArcGIS
Check Point Quantum
Citrix ADC
Dell EMC NetWorker
Fortinet SD-WAN
HPE Consumption Analytics
Huawei FusionStorage
IBM Cloud
Juniper Booking Engine
Microsoft 365
Oracle Cloud Infrastructure
Palo Alto Networks NGFW
Red Hat Cloud Suite
Symantec Advanced Authentication
Trend Micro Endpoint Encryption
VMware Cloud
Verint Workforce Engagement Cloud
Veritas NetBackup
Claim Comarch Wealth Management and update features and information
Claim Comarch Wealth Management and update features and information
Claim inStream and update features and information
Claim inStream and update features and information