---
description: Learn more about inStream price, benefits, and disadvantages for businesses in New Zealand. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: inStream Pricing, Reviews & Features - Capterra New Zealand 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [inStream](/software/155134/instream)

# inStream

Canonical: https://www.capterra.co.nz/software/155134/instream

> Cloud-based solution that assists with wealth management, financial planning, client loyalty, reporting and more.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses inStream?

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

## About the vendor

- **Company**: inStream Solutions
- **Location**: Washington, US

## Commercial Context

- **Starting Price**: US$149.00
- **Pricing model**: Flat Rate (Free Trial)
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English, Polish
- **Available Countries**: United Kingdom, United States

## Features

- Client Management
- Risk Management

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Investment Management Software](https://www.capterra.co.nz/directory/20010/investment-management/software)

## Alternatives

1. [HubSpot Service Hub](https://www.capterra.co.nz/software/182476/hubspot-service-hub) — 4.4/5 (187 reviews)
2. [EngageBay CRM](https://www.capterra.co.nz/software/178819/engagebay-marketing) — 4.7/5 (907 reviews)
3. [Claritysoft CRM](https://www.capterra.co.nz/software/123868/claritysoft-crm) — 4.5/5 (243 reviews)
4. [Front](https://www.capterra.co.nz/software/132901/front) — 4.5/5 (286 reviews)
5. [Gold-Vision CRM](https://www.capterra.co.nz/software/133582/gold-vision-crm) — 4.6/5 (131 reviews)

## Links

- [View on Capterra](https://www.capterra.co.nz/software/155134/instream)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.capterra.com.de/software/155134/instream> |
| de-AT | <https://www.capterra.at/software/155134/instream> |
| de-CH | <https://www.capterra.ch/software/155134/instream> |
| en | <https://www.capterra.com/p/155134/inStream/> |
| en-AE | <https://www.capterra.ae/software/155134/instream> |
| en-AU | <https://www.capterra.com.au/software/155134/instream> |
| en-CA | <https://www.capterra.ca/software/155134/instream> |
| en-GB | <https://www.capterra.co.uk/software/155134/instream> |
| en-IE | <https://www.capterra.ie/software/155134/instream> |
| en-IL | <https://www.capterra.co.il/software/155134/instream> |
| en-IN | <https://www.capterra.in/software/155134/instream> |
| en-NZ | <https://www.capterra.co.nz/software/155134/instream> |
| en-SG | <https://www.capterra.com.sg/software/155134/instream> |
| en-ZA | <https://www.capterra.co.za/software/155134/instream> |
| es | <https://www.capterra.es/software/155134/instream> |
| es-AR | <https://www.capterra.com.ar/software/155134/instream> |
| es-CL | <https://www.capterra.cl/software/155134/instream> |
| es-CO | <https://www.capterra.co/software/155134/instream> |
| es-CR | <https://www.capterra.co.cr/software/155134/instream> |
| es-DO | <https://www.capterra.do/software/155134/instream> |
| es-EC | <https://www.capterra.ec/software/155134/instream> |
| es-MX | <https://www.capterra.mx/software/155134/instream> |
| es-PA | <https://www.capterra.com.pa/software/155134/instream> |
| es-PE | <https://www.capterra.pe/software/155134/instream> |
| fr | <https://www.capterra.fr/software/155134/instream> |
| fr-BE | <https://fr.capterra.be/software/155134/instream> |
| fr-CA | <https://fr.capterra.ca/software/155134/instream> |
| fr-LU | <https://www.capterra.lu/software/155134/instream> |
| it | <https://www.capterra.it/software/155134/instream> |
| nl | <https://www.capterra.nl/software/155134/instream> |
| nl-BE | <https://www.capterra.be/software/155134/instream> |
| pt | <https://www.capterra.com.br/software/155134/instream> |
| pt-PT | <https://www.capterra.pt/software/155134/instream> |

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