Financial Planning for different scenarios

Collaborative Financial planning tools

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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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Make your Financial Plans into Tracking Plans

Tracking plans are one of the keys to making inStream a proactive planning tool. They allow you to continuously monitor how your clients are doing relative to their goals. By rerunning all of your tracking plans, every night, we can let you know whenever a plan drifts outside of your comfort range, so that you can make the necessary adjustments.

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