# inStream Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about inStream Software - reviews, pricing plans, popular comparisons to other Investment Management products and more.

Source: https://www.capterra.com/p/155134/inStream

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# 

 inStream Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)

inStream

## What is inStream?

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

## What is inStream used for?

[Investment Management](https://www.capterra.com/investment-management-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$149

Flat Rate, Per Month

Free trial  
available

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Do you work for inStream?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://instreamwealth.com&name=inStream)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### inStream

0.0

VS.

[4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting Price

$149

Flat Rate, Per Month

Starting Price

$14

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.1 (6,513)

Value For Money

0.0 (0)

Value For Money

4.3 (5,377)

Customer Service

0.0 (0)

Customer Service

4.1 (5,256)

## inStream alternatives

Highest Rated

[4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

Starting price

$14.99

Per User, Per Month

[4.5 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

Starting price

$49.00

Per User, Per Month

[4.4 (187)](https://www.capterra.com/p/182476/HubSpot-Service-Hub/reviews/)

Starting price

$15.00

Per User, Per Month

[4.5 (286)](https://www.capterra.com/p/132901/Front/reviews/)

Starting price

$25.00

Per User, Per Month

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Client Management

Manage contact details and communication with clients

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

For Investment Advisors

Used by financial advisors and money managers

Modeling & Simulation

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Risk Management

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

inStream 6 features

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Manage contact details and communication with clients

Provides a channel for team members to share media files, communicate, and work together

Used by financial advisors and money managers

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

## Pricing

Free Trial

Basic

$149.00

Flat Rate,Per Month

## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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