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inStream

Write a Review|Unclaimed profile
United States HQFounded 2015

Deployment

Web-basedWindowsMac

Best for

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Overview

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. Deliver Efficient & Proactive communications with Timely & Relevant insights into your clients’ financial goals and objectives.

At a glance

Software information

Industries served, licensing and the support inStream provides.

Industries

  • Investment-management

Licensing

  • Open Source
  • Monthly Payment
  • Annual Subscription
  • Quote Based
  • Free trial

Support

  • Email
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Whitepapers
  • On-Site Training
Languages (1)
English
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Capabilities

inStream features

The full feature set, grouped by module.

Wealth Management Software

  • Client Portal
  • Data Import/Export
  • Financial Planning
  • Investment Tracking
  • Portfolio Management
  • Valuation & Risk Management

Financial Planning Software

  • Budgeting & Forecasting
  • Expenditure Tracking
  • Financial Reporting
  • Investment Management

Plans

inStream pricing

Price Type
Month
Free Version
No
Payment Frequency
Monthly Payment, Annual Subscription, Quote Based
Preferred Currency
USD ($)
Free Trial
30 Days
Vendor pricing page
Standard$149 / month

Media

Screenshots & video

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