Announcing the Release of New Enhancements to the inStream Platform
inStream is proud to announce the release of exciting new enhancements to our platform. We have added the following new features and enhancements: key dates, scenario matrix, and RMDs.
Set a Retirement and Life Expectancy date to allow for easier adjustment to plans and different scenarios.
Allows for quicker updates when client wants to see sensitivity to retirement or mortality ages.
When there is a change to target dates in profile, then all other dates change in the plan affecting goals/income/contributions/allocations/taxes.
Create a matrix of 9 plans comparing two variables illustrating the impact of the changes.
Variables include: retirement date, mortality date, income, contributions, or goals.
Illustrate the effect of retiring earlier or later while also modeling different levels of spending.
inStream now calculates Required Minimum Distributions on a per client basis rather than household level
With the RMD calculations being done on a per client basis the accuracy in the analysis improved
Created date and modified date now available on plan view
If you are interested in seeing a demo please register
We are pleased to offer more innovation and improvements for advisor use.