Average Ratings 17 Ratings

Total
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Average Ratings 0 Ratings

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Description

Discover a comprehensive array of products and advertising formats designed to assist you in strategizing, purchasing, evaluating, and enhancing digital media and customer interactions all in one convenient location. We provide top-tier inventory to all advertisers, ensuring they achieve optimal visibility. This success is attributed to our robust campaign delivery technology, unique formats, and exceptional support. Explore a variety of premium video and display formats, including numerous impactful ad options such as InStream (pre-roll) and OutStream video formats, along with premium above-the-fold display formats. We also offer display and video inventory specifically for in-app environments. Our customer-service oriented consulting approach helps unveil any overlooked revenue opportunities, which could involve new placements, innovative formats, or effective strategies. Allow us to handle your ad trafficking, campaign optimization, media planning, and reporting, all aimed at delivering outcomes with a strong emphasis on quality and efficiency. Whether it’s display, video, in-app, or any other non-traditional format, we have the capability to effectively monetize it. Our commitment to excellence ensures that your advertising needs are met with the highest standards.

Description

inStream streamlines your planning approach, enabling you to clearly depict a client's trajectory and the steps to reach their destination. This platform equips you with the assurance, transparency, and ease that your clients desire. Enhanced financial planning translates to improved wealth management and stronger client connections. With inStream's resources, you can expand your practice and effectively offer timely, relevant, and consistent guidance to every client. Cultivate client loyalty effortlessly, even during your morning coffee, by beginning your day with a comprehensive review of your clients’ financial planning milestones and promptly addressing their requirements. By continuously monitoring your clients’ planning needs, you can foster trust through proactive strategies. Furthermore, we transcend traditional goals-based planning by integrating academically sound logic and cash flow analysis to confidently evaluate the likelihood of your clients achieving their ambitions, ensuring that their financial future is secure and well-planned. This approach not only enhances your service delivery but also reinforces your position as a trusted advisor in their financial journey.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$137.00/month/user
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Ad.Plus

Country

Canada

Website

ad.plus/advertisers

Vendor Details

Company Name

inStream Solutions

Country

United States

Website

instreamwealth.com

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management Yes 

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