emX vs inStream

Best For

Who Uses This Software?

Our target market is financial advisors, planners and assistants in the RIA and Broker Dealer space.

Not provided by vendor

Target Customer Size (Users)

1000+

Not provided by vendor

Pricing

Starting Price

Not provided by vendor

$137.00/month/user

Free Trial

Yes Yes

Free Version

No No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Features

  • 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
  • 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

Screenshots

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Ratings

Overall


4.5 / 5
(7)

4.5 / 5
(39)

Ease of Use


3.5 / 5

4.5 / 5

Customer Service


4 / 5

4.5 / 5

Features & Functionality


4.5 / 5

4 / 5

Value for Money


3.5 / 5

4.5 / 5

Training & Support

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • close In Person
  • close Live Online
  • check Webinars
  • close Documentation

share Share Your Comparison of inStream vs emX


emX vs inStream

emX

by eMoney Advisor

inStream

by inStream Solutions

Best For

Who Uses This Software?

Our target market is financial advisors, planners and assistants in the RIA and Broker Dealer space.

Not provided by vendor

Target Customer Size (Users)

1000+

Not provided by vendor

Pricing

Starting Price

Not provided by vendor

$137.00/month/user

Free Trial

Yes Yes

Free Version

No No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

  • 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
  • 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

Ratings

Overall


4.5 / 5
(7)

4.5 / 5
(39)

Ease of Use


3.5 / 5

4.5 / 5

Customer Service


4 / 5

4.5 / 5

Features & Functionality


4.5 / 5

4 / 5

Value for Money


3.5 / 5

4.5 / 5

Training & Support

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • close In Person
  • close Live Online
  • check Webinars
  • close Documentation

Share Your Comparison of inStream vs emX