inStream Wealth Solutions allows practitioners to advise clients based on a new approach to retirement planning, a methodology based on safe savings and withdrawal rates. But don’t think of inStream as merely a financial planning app.
In addition to enabling a modernized approach to retirement planning, inStream provides an RIA with a practice management system. It integrates alerts into its financial planning app, along with business intelligence (BI) data, a document management system, mind maps, online collaboration tools for teams, and features supporting other core func
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