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Average Ratings 0 Ratings
Description
Wealth Portal operates online and is compatible with any web browser. This versatile platform integrates effortlessly with a variety of systems as well as custodial or broker/dealer environments. It provides users with a centralized access point for all their financial accounts, eliminating the need to visit multiple websites. Sharing confidential documents with clients has become remarkably straightforward, allowing users to securely send files of any size with just a few clicks. This streamlined process enhances efficiency and ensures the privacy of sensitive information.
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
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$137.00/month/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Fusion Advisor
Website
fusionadvisor.com
Vendor Details
Company Name
inStream Solutions
Country
United States
Website
instreamwealth.com
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management