inStream
inStream offers a flexible platform designed to enhance financial planning through intuitive design and sharp reporting. By automating processes and providing timely insights, it empowers advisors to proactively manage client relationships. With innovative tools like Safe Saving rate analysis, it ensures meaningful, relevant advice tailored to each client's financial journey.
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Top inStream Features
- Flexible planning platform
- Rigorous logic integration
- Intuitive design interface
- Sharp visual reports
- Automated client communications
- Proactive insights delivery
- Simplified planning processes
- Confidence in financial forecasts
- Detailed cash flow analysis
- Safe Saving rate analysis
- Integrated financial calculators
- Dynamic account value updates
- Collective wealth management intelligence
- Participatory knowledge base creation
- Morning review summaries
- Timely needs assessment
- Goal feasibility assessments
- Enhanced client relationships
- Scalable practice tools
- Consistent advice delivery
