NaviPlan vs. inStream Comparison


NaviPlan Advicent	inStream inStream Solutions	+	+
Visit Website	Learn More Update Features	Add To Compare	Add To Compare



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 Financial firms, tax firms, accounting firms seeking a solution to manage their operations		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 View more images or videos		Screenshots and Videos View more images or videos
Pricing $2195.00/year 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 Advicent Founded: 2011 United States www.advicentsolutions.com		Company Information inStream Solutions United States instreamwealth.com
Alternatives Moneytree Moneytree Software		Alternatives Savvy
inStream inStream Solutions		PureFacts Wealth Management PureFacts Financial Solutions
PackHedge™ FinLab Solutions SA		MoneyGuidePro MoneyGuide
TRAK RetireReady		Tower TechRules
PORTAX After-Tax Portfolio Analysis PortaxSoftware View All		Iress View All
Categories Investment Management		Categories Investment Management Wealth Management
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		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 No info available.		Integrations No info available.
		Claim inStream and update features and information Claim inStream and update features and information