Designed by an advisor, inStream is an innovative cloud-based wealth management platform that is quickly revolutionizing the way advisors deliver advice and redefining how they manage their practice. inStream’s fully integrated platform provides advisors with robust financial planning capabilities, advanced wealth management calculators, proactive, tailored client alerts, and a robust suite of practice management solutions, including account aggregation and mind mapping tools.
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Designed by an advisor, inStream is an innovative cloud-based wealth management platform that is quickly revolutionizing the way advisors deliver advice and redefining how they manage their practice. inStream’s fully integrated platform provides advisors with robust financial planning capabilities, advanced wealth management calculators, proactive, tailored client alerts, and a robust suite of practice management solutions, including account aggregation and mind mapping tools.
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