inStream Reviews

inStream Description

InStream makes planning easier by allowing you to show clients where they are going and how they might get there. InStream gives you the same level of clarity, confidence, and convenience as your clients. Better financial planning leads to better wealth management and stronger client relationships. InStream gives you tools to help you scale and provide consistent, relevant, and timely advice to all your clients. Your morning coffee can build client loyalty. Start your day by reviewing the financial planning needs of your clients and then quickly addressing their concerns. Keep your clients informed and build trust by proactive planning. We go beyond goals-based planning to incorporate academically sound logic and cash flow reporting so that clients can confidently assess their prospects of achieving their objectives.