We are an innovative, cloud-based financial planning and wealth management platform designed for financial advisors. See all the platform's features ⬇️
Washington, DC
Joined February 2011
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#FinancialAdvisors are invited to a live demo of inStream's #financialplanning software on Tues, Nov. 9 bit.ly/2f5Qg3X
.@debbie_kearns quotes Chief Planning Strategist @WadePfau on #reversemortgages as #retirement tools in @USATODAY usat.ly/2ey7D1A
#financialadvisors increasingly need technology in the age of the robo bit.ly/2dDicxl
inStream Solutions retweeted
I remember this gazebo from #fppadtechtour! @instreamwealth youtu.be/pYKqdqF-cYY – at Alexandria, VA
inStream Founder @alexmurguia1 was quoted by @skinnerliz in recent @newsfromIN article on #advisor #tech must-haves bit.ly/2dQwmMq
inStream Solutions retweeted
The Portfolio Size Effect And Using A Bond Tent To Navigate The Retirement Danger Zone kitc.es/2dx10Zt
inStream Chief Planning Strategist Wade Pfau's recent @Forbes article bit.ly/2e45Pcz
Wade Pfau, inStream Chief Planning Strategist, is quoted in @PennyWriter's recent @Money article on #retirement ttp://money.us/2dDjjOc
We're all set up and ready to discuss #financialplanning software at #NAPFA16 Fall Conference - Booth 61
Great turnout at the #TiburonCEOSummit Venture Capital/Private Equity panel, moderated by inStream CEO John Wotowicz
"The evolution of financial services - #assetmgmt, #wealthmgmt and #fintech- is creating extraordinary opportunities for #privateinvestment"
Many thanks to the @FPAofMN Symposium organizers, speakers & attendees! We look forward to returning next year.
We're looking forward to the #NAPFA16 Fall Conference. Find us to discuss #financialplanning #software solutions bit.ly/2dra9Vq
inStream Solutions retweeted
Our Symposium agenda is packed with nationally-recognized speakers and helpful breakout sessions. Check it out at fpamnsymposium.org
Find us at next week's @FPAofMN Symposium (Booth 12) to discuss tools to improve your #wealthmanagement business bit.ly/2dra9Vq
inStream Solutions is proud to be a sponsor of the 2016 #TiburonCEOSummit in San Francisco, Oct. 11-13 bit.ly/2dVKtAM
CEO John Wotowicz will moderate a panel on #VentureCapital & #PrivateEquity at the #TiburonCEOSummit on Oct. 12 bit.ly/2cOqMFZ
Proactively guide your clients to better #wealthmanagement. Sign up for a free trial today. #advisortech bit.ly/2dra9Vq
Another @WadePfau article in @Forbes: "Which Is A Greater Risk: Running Out Of Money While You're Alive Or Dying?" bit.ly/2cd16Fx