inStream is a cloud-based technology solution that performs a complete “annual review” for all of your clients every single evening and every single morning generates an updated financial plan and series of alerts based on the nightly review that tells you which clients to call and what to discuss with them.
inStream integrates directly with Redtail, which makes getting up and running easy and also allows your client data in inStream to always be current. inStream then applies its industry-leading planning capability (developed in partnership with Wade Pfau, PhD) along with a series of other sophisticated analytics (mortgage, insurance, Social Security) to provide you with consistent, timely, relevant insights into each and every one of your clients’ financial situations.
Thursday, April 17, 2014 10:00 AM - 11:00 AM PDT: Client Reviews and Financial Planning Made Easy: inStream
- Registration Web Link: https://www1.gotomeeting.com/register/915942985
- Webinar ID: 915-942-985