Announcing inStream and Black Diamond's new integration

We are pleased to announce that Advent’s Black Diamond and inStream Solutions, LLC have partnered to offer a new data integration.  The integration allows for Black Diamond advisors who use inStream’s innovative financial planning solution to bring in account data to run daily plan simulations.  Advisors can create financial plans with proactive guidance that constantly monitors the end client’s goals.

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inStream Black Diamond Integration

 

 

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About the Author: Chris Powers

Chris Powers

Director of Sales and Marketing inStream

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