“inStream is changing the market standard for what is generally referenced today as “financial planning software” through multiple innovations highlighted below. 

• Financial services coordination via lead generation puts the advisor in the center of the client relationship.

• Leveraging community-generated planning metrics effectively creates a best practices knowledge base of wealth management services for clients.

• Proactive planning made easy through rules-based planning (setting alerts for every-day planning), milestone-based (setting alerts based on key life milestones), and touchpoint based planning (pre-set client communication plan based on personal client interests).”