Average Ratings 17 Ratings
Average Ratings 0 Ratings
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
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
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