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What is inStream?

inStream revolutionizes your planning methodology by providing a clear visualization of a client's journey and the actions necessary for reaching their goals. This innovative platform grants the confidence, transparency, and convenience that clients seek. By enhancing financial planning practices, you can achieve better wealth management and cultivate deeper client relationships. Utilizing the tools provided by inStream allows you to grow your practice while delivering timely, relevant, and consistent advice to each individual client. You can easily nurture client loyalty, even while enjoying your morning coffee, by starting your day with a thorough examination of your clients' financial planning achievements and swiftly attending to their needs. Regularly assessing your clients' planning requirements builds trust through proactive measures. Additionally, inStream goes beyond conventional goals-based strategies by incorporating academically grounded reasoning and cash flow evaluations to accurately determine the probability of your clients fulfilling their aspirations, thus ensuring a secure and meticulously crafted financial future. This comprehensive approach not only improves the quality of your service but also solidifies your reputation as a dependable guide in their financial endeavors, ultimately leading to long-lasting partnerships. Through this commitment to excellence, you can confidently navigate the complexities of financial planning with your clients every step of the way.

What is Ad.Plus?

Our extensive range of products and advertising options equips you to seamlessly plan, purchase, monitor, and optimize digital media and consumer interactions all from a single platform. We offer high-quality inventory to advertisers, guaranteeing they achieve maximum exposure through our advanced campaign delivery systems, distinctive formats, and outstanding assistance. Among our offerings are a diverse selection of premium video and display formats, including impactful ad choices like InStream (pre-roll) and OutStream videos, along with premium above-the-fold display options. Additionally, we provide display and video inventory for in-app advertising to further enhance your reach. Our customer service strategy involves proactive consultations to uncover any potential missed revenue opportunities, which may include investigating new placements, formats, or strategic approaches. By entrusting us with your ad trafficking, campaign optimization, media planning, and reporting tasks, you gain the advantage of our dedicated focus on delivering top-tier and effective results. No matter if your needs involve display, video, in-app, or any specialized format, we are prepared to assist you in monetizing it successfully. Moreover, our committed team remains poised to tackle emerging challenges and seize new opportunities within the fast-paced digital landscape, ensuring that you stay ahead of the curve.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$137.00/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

inStream Solutions

Company Location

United States

Company Website

instreamwealth.com

Company Facts

Organization Name

Ad.Plus

Company Location

Canada

Company Website

ad.plus/advertisers

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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