inStream vs Wealth Management Platform

Rating


4.5 / 5
(39)


3.5 / 5
(5)

Starting Price

$137.00/month/user

$7.95/month/user

Best For

Not provided by vendor

Not provided by vendor

Ideal number of Users

Not provided by vendor

1 - 49

Ease of Use


4.5 / 5

4 / 5

Customer Support


4.5 / 5

3 / 5

Features & Functionality


4 / 5

4 / 5

Value for Money


4.5 / 5

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

Screenshots

Capterra screenshot placeholder
Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

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

Training

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

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inStream vs Wealth Management Platform

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