Chris Powers

Director of Sales and Marketing inStream

Recent Posts

Financial Planning for different scenarios

Collaborative Financial planning tools

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Financial planning for different scenarios


Collaborative Financial planning tools

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New Enhancements added to inStream August 2015 - Financial Plan Scenario Matrix

 

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inStream's Alex Murguia from 2015 Retirement Income Summit

Direct from Investment News 2015 Retirement Income Summit - inStream's Alex Murguia: Technology’s role in providing solid retirement income guidance

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Announcing inStream's integration with Orion Advisor Services client portal

inStream is pleased to announce a new integration with Orion Advisor Services.  In addition to having client data from Orion available to create and modify financial plans,  inStream has partnered with Orion Advisor services to enable advisor clients to access their financial plans through the Orion client portal.

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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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Recent Posts