Instream-Wealth
Financial Planning
active
Charlotte, USA
Community Ratings
Active Users
Former Users
Overall Rating
3.9
(2 ratings)Active: 2Former: 0
Features
4.4
(2 ratings)Active: 2Former: 0
Reliability
4.2
(2 ratings)Active: 2Former: 0
Performance
4.5
(2 ratings)Active: 2Former: 0
Security
4.1
(2 ratings)Active: 2Former: 0
Value for Money
3.8
(2 ratings)Active: 2Former: 0
Customer Service
4.1
(2 ratings)Active: 2Former: 0
Ease of Use
4.4
(2 ratings)Active: 2Former: 0
Integrations
4.1
(2 ratings)Active: 2Former: 0
Total Active Reviews: 2Total Former Reviews: 0
About Instream-Wealth
Financial planning software designed for advisors to create, manage, and monitor client financial plans.
Pricing
This vendor doesn't list public pricing information.
Contact for PricingCategories
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Industry Focus
Financial Services
Key Features
Goal-based planning
scenario analysis
client portal
reporting tools
Pros
User-friendly interface
comprehensive financial planning tools
excellent customer support
Cons
Limited integration options
occasional software bugs