Financial Planning for different scenarios

Collaborative Financial planning tools

[…]

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

[…]

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.

[…]

inStream and the Heartbleed bug

By now, you've probably heard of the scramble that the heartbleed bug has caused throughout the tech world. Please be comforted in knowing that inStream was not impacted by the heartbleed bug. Our server provider was not affected, and to be extra sure, we completed a thorough audit of our infrastructure. There is no action needed on your part. Happy Planning!

[…]

Recent Posts