Audience
Companies searching for a solution to manage and improve their financial planning operations
About inStream
inStream simplifies your planning process to help you illustrate where a client is headed, and how they might get there. inStream provides you with the same confidence, clarity, and convenience that your clients want. Better financial planning means better wealth management and better client relationships. inStream provides you with tools to help you scale your practice and proactively deliver current, meaningful, and consistent advice to all your clients. 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. Stay on top of your clients’ planning needs and build trust through proactive 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.
Other Popular Alternatives & Related Software
Ortec Finance
Ortec Finance is a comprehensive solution designed to support advisors and clients in the advice delivery and monitoring process. It offers an integrated, holistic approach to goal-based financial advice, helping to better manage market uncertainties and minimize complexity for clients when making investment decisions. Its scalable goals-based solutions streamline the delivery of personal financial advice across an entire book of business. Its API structure enables easy integration with existing tech stacks, accommodating traditional, digital, or hybrid client interactions. By translating clients’ personal financial goals into suitable and optimal investment strategies using institutional-grade economic scenarios, it proactively monitors advice through the OPAL solution. Ortec Finance's solutions are accessible via APIs and a plug-and-play user interface, catering to advisors, wealth and asset managers, and more.
Learn more about Ortec Finance
Summit
Summit Wealth is a software company specializing in innovative financial technology solutions designed for wealth management professionals and financial advisors. The company develops intuitive, data-driven platforms that streamline portfolio management, client reporting, financial planning, and performance analytics. With a focus on user-friendly interfaces and advanced integration capabilities, Summit Wealth enables financial professionals to deliver personalized advice and exceptional service to their clients. Known for its commitment to innovation and reliability, Summit Wealth empowers organizations to optimize their operations, enhance decision-making, and achieve superior client outcomes in a competitive financial landscape.
Learn more about Summit
enVisual360
enVisual360 is the first module-based wealth management software suite that can be licensed by module, meaning you only license what you need, when you need it. enVisual is scalable with solutions priced to suit small/startup firms and larger global firms. Our aim is to provide ROI and productivity immediately. Build your own system! Designed for wealth management firms, fit for purpose. Unlike many products on the market, enVisual360 does not require costly customisation to implement. enVisual is purpose-built by wealth professionals for wealth professionals and delivers productivity and reduced client administration costs, particularly those in relation to ever-increasing compliance obligations. enVisual360 delivers a range of fully integrated core modules that are; scalable, affordable, simple and fast to implement.
Learn more about enVisual360
Vidverto
Vidverto is a game-changing video platform that offers a universal in-stream unit to generate new inventory in the site content. We unlock your site content for in-stream video advertisements. Site content is one of the most viewable parts of a site with high user interaction. Vidverto is a video technology that unlocks native content for generating video in-stream advertisement. Video is one of the most powerful tools to meet consumers with products and services Content is the most viewable and user interacted part of site to show video advertisement. Vidverto – we meet media content with in stream video demand. Vidverto unlocks the possibility to monetize publishers’ site content with the in-stream video unit. Now, you can add one unit into the content to start monetizing your news site or articles with In-Stream Advertisement. Video is one of the most powerful tools to meet consumers with products and services.
Learn more about Vidverto
Pricing
Starting Price:
$137.00/month/user
Integrations
No integrations listed.
Company Information
inStream Solutions
United States
instreamwealth.com
Videos and Screen Captures
Other Useful Business Software
Ship Agents Faster
Gemini Enterprise Agent Platform lets you rapidly build, scale, govern and optimize production-ready agents grounded in your organization's data. The platform enables developers to build custom or pre-built agents for virtually any use case. New customers get $300 in free credits.
Product Details
Platforms Supported
Cloud
Training
Webinars
Support
Phone Support
Online
inStream Frequently Asked Questions
Q: What kinds of users and organization types does inStream work with?
inStream works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does inStream support in their product?
inStream supports these languages: English.
Q: What kind of support options does inStream offer?
inStream offers support via phone support and online.
Q: What type of training does inStream provide?
inStream provides training in the form of webinars.
Q: How much does inStream cost?
Pricing for inStream starts at $137.00/month/user.
inStream Product Features
Investment Management
Bonds / Stocks
Supported
Client Management
Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Modeling & Simulation
Supported
Risk Management
Supported
Accounting Management
Not Supported
Benchmarking
Not Supported
Commodities
Not Supported
Fund Management
Not Supported
Payroll & Commissions
Not Supported
Performance Metrics
Not Supported
Portfolio Management
Not Supported
