Solution introduction
Financial planning for advisors, from advisors
inStream provides you with tools to help you scale your practice and proactively deliver current, meaningful, and consistent advice to all your clients
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.
