inStream

Better Financial Planning. Better Wealth Management.

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30 Days
software trial
$149
price
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Category
  • Investment Management Software
  • Stock Portfolio Management Software
  • Wealth Management Software
Features
  • Client Portal
  • Data Import/Export
  • Financial Planning
  • Investment Tracking
  • Portfolio Management
  • Valuation & Risk Management
  • Asset Management
  • Benchmarking
  • Client Portal
  • Investment Tracking
  • Modeling & Simulation
  • Portfolio Management
  • Reporting
  • Risk Management
  • Client Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Tax Management
  • Technical Analysis
Platforms
  • Cloud Hosted
  • Web-based
  • Windows
  • Mac

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