inStream

inStream

by inStream Solutions

Who Uses inStream?

Web-based tool for financial advisors which helps with reporting, client loyalty, proactive planning, business intelligence, marketing trends and more.

What Is inStream?

Cloud-based wealth management and financial planning solution for financial advisers.

inStream Details

inStream Solutions

http://instreamwealth.com

inStream Pricing Overview

inStream does not have a free version but does offer a free trial. inStream paid version starts at US$137.00/month.

Starting Price

US$137.00/month

Free Version

No

Free Trial

Yes

Deployment

Cloud, SaaS, Web

Training

Webinars

Support

Business Hours

Online

inStream Features

Investment Management Software
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Client Portal
Commodity Futures
Compliance Reporting
Data Import/Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Rebalancing
Real Estate
Risk Management

inStream Reviews

Showing 5 of 40 reviews

Overall
4.7/5
Ease of Use
4.6/5
Customer Service
4.6/5
Features
4.2/5
Value for Money
4.5/5
Abiola A.
Consumer Relations Analyst
Consumer Goods
Used the Software for: 1+ year
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 5/07/2018

"Instream enable us create relationships."

Pros: Instream enable me collect important information about our customers by helping my team automatically gather important sales data and leads from major social networking platforms like Linkedin , Twitter and Facebook.
I like its aesthetic view of seeing all activities of our leads via a grid view .In comparison with other CRM tools ,information on Instream is entered automatically and this its best selling point.

Cons: Great experience so far using Instream. However it takes time to really understand the nook and cranny of Instream. Requires a lot of patience as Instream isn't the most intuitive CRM out there.

  • Reviewer Source 
  • Reviewed on 5/07/2018
Verified Reviewer
Investment Banking Analyst
Financial Services, 10,001+ Employees
Used the Software for: 1+ year
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 12/10/2018

"Communicate With Clients Effectively with InsStream"

Pros: My job is to gather information of potential, high-risk and low-risk investments which means I work long, gruesome hours. With the constant change in the market, I need to keep up and be glued to updates of our current economy. I was searching for a software that could assist me in efficiently communicate with stockbrokers, fund managers and clients and I came across InStream. This software helps me gather relevant data from my clients so I can match them with the right investments. It also keeps a history of all your communication with your clients which is very helpful, because you can always go back and check if you forgot something.

Cons: I’m very happy with their program. However, I must say that their features are quite basic. It would be great if they can offer more services aside from client and risk management.

  • Reviewer Source 
  • Reviewed on 12/10/2018
Verified Reviewer
Founder
Used the Software for: 6-12 months
  • Overall Rating
    4/5
  • Ease of Use
    4/5
  • Features & Functionality
    3/5
  • Customer Support
    1/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    2/10
  • Reviewer Source 
  • Reviewed on 16/04/2018

"Good software, might be dead though - no customer support and bugs"

Comments: sorted out my CRM workflow

Pros: The GUI follows normal conventions so it is easy to use, getting started is pretty much instant unlike the Sugars etc. I also like how it integrates and tracks conversations via email and displays social media posts related to leads/opportunities etc.

Cons: Support non-responsive, bugs that have been there for ages are not getting fixed, social links show you things, but nothing else. Recently Google stopped trusting InStream so email linkage no longer works. There is also no way to export.

  • Reviewer Source 
  • Reviewed on 16/04/2018
Tom G.
CEO
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    Unrated
  • Customer Support
    5/5
  • Value for Money
    Unrated
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Reviewed on 9/05/2016

"Instream is an awesome app"

Comments: Instream is an awesome app that helps you to strengthen business relations not only with your frequent/ potential customers but also with people it is important for you to remain in a good contact. The biggest advantage for me is that you can create your own lists without much effort, so that the platform become personalized for your specific needs. What do you dislike? Hard to find something that is not working and I don't like itI really can feel that they really care about their customers and I won't be left alone whenever I will meet any problem or have any question. What benefits have you realized? I am saving a lot of time and I can see that my team at work have better contact now. Everyone knows what to do and they are only seeing what applies to their duties so that we are avoiding now not clear situations and unnecessary mistakes. What's more, seeing everything related to one person in one place helps me with constructing better offers. Recommendations to others considering Instream Do the good research and make clear what your needs are. There are many CRM platforms available on the internet, they are all good, but u have to know which one would be the best for you. Before finally deciding on InStream I was signing in for 4 other platforms and after a month testing different products on trial versions I knew with which one I have to stay.

  • Reviewer Source 
  • Reviewed on 9/05/2016
Wojciech C.
CMO
Management Consulting, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 15/02/2018
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 15/02/2018