inStream vs Smartleaf

Starting Price

$137.00/month/user

Not provided by vendor

Best For

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

Not provided by vendor

Rating


4.5 / 5
(40)

(0)

Ideal number of Users

2 - 499

Not provided by vendor

Ease of Use


4.5 / 5

Customer Support


4.5 / 5

Features & Functionality


4 / 5

Value for Money


4.5 / 5

Product Features

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

Screenshots

View 4 screenshots 175585 thumb
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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
Not provided by vendor

Training

  • close In Person
  • close Live Online
  • check Webinars
  • close Documentation
Not provided by vendor

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inStream vs Smartleaf

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