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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Simplifying your financial planning not only enhances your effectiveness but also fosters business growth; therefore, instead of merely promoting the features and advantages of your offerings, consider providing an engaging planning experience that narrates how clients can achieve their goals. By presenting an interactive journey alongside straightforward plans, you can elevate the quality of client meetings and increase your chances of closing deals. Avoid losing potential referrals by ensuring that clients can recognize your value clearly. With a user-friendly, interactive platform, customers are more inclined to recommend your services when they have access to such a resource. Allocate less time to meeting preparations and devote more time to the clients you are meant to assist. Illustrate the results of your investment suggestions, demonstrate the effectiveness of your counsel, and cultivate trust more swiftly. With interactive, real-time planning, it's possible to convert a prospect into a client in just one hour, creating a seamless transition that benefits both parties significantly. Ultimately, this approach not only enhances client satisfaction but also strengthens your firm's reputation in the marketplace.

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

$149 per month
Free Trial Yes 
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) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

Simplicitree

Country

United States

Website

www.simplicitreeplan.com

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 

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