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Presenter Profile:

How they describe themselves: inStream is the financial advisory industry’s first proactive financial planning software and unified marketplace for financial products.

Through our financial planning platform and marketplace, financial advisors have the ability to present solutions to their clients, at the moment of need. We connect these elusive high-net-worth clients with third party financial services vendors through their trusted financial advisor.

Our free pricing model to advisors is also a significant competitive advantage. Because we offer a financial marketplace solution that allows us to collect revenues from vendors, advisors have the benefit of using our system without a direct cost to them.

How they describe their product/innovation: 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).

Contacts:

Bus. Dev.: Bryan Lee, COO, bryan@instreamwealth.com, 571-405-3693
Press: Alex Murguia, CEO, alex@instreamwealth.com, 571-405-3700
Sales: Bob French, Director of Advisor Services, bob@instreamwealth.com, 301-485-6432