inStream Solutions
HQ Address
1707 L Street NW, Suite 1020, Washington, DC 20036, United States
Website Address
Business introduction
Better Financial Planning. Better Wealth Management
Proactively guide your clients to better wealth management
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.
inStream Solutions Solutions
inStream Advisor
Increase wallet share, and overall client size by scaling the delivery of planning advice to your practice. Oversee the quality and delivery of financial planning advice. Transform financial advice into a firmwide mandate and facilitate high levels of client consistency to better reflect the standards you want to establish as a firm....
business needs
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inStream Enterprise
Oversee the quality and delivery of financial planning advice Transform financial advice into a firmwide mandate and facilitate high levels of client consistency to better reflect the standards you want to establish as a firm....
