inStream: Proactive WealthManagement for the Smart Advisor

“We have an API layer that makes it fairly easy for us to build these integrations. We turn integrations around in a couple of weeks. Our ability to integrate quickly with these large portfolio managers and custodians is quite high. We have a list of integrations about 6 to 10 deep that we will be chipping away at over the next several months.”

I spoke to Paul Magis, CEO of inStream, as I was intrigued to learn more about what inStream is offering the market, and how they leverage their skills and knowledge to improve people’s financial lives and, as a result, their lives in general.

inStream provides financial advisors with financial planning tools that can help effectively scale a practice by delivering smart, accurate, and consistent advice to clients. inStream currently has nearly 300 firm relationships, 2,500 financial professionals using the software within those firms, and over 81,000 end clients served by those financial professionals.

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