inStream

par inStream Solutions

Description de inStream

Solution cloud de gestion de patrimoine et de planification financière conçue pour les conseillers financiers.

Informations sur inStream

inStream Solutions

http://instreamwealth.com

Ressources d'aide

  • Support en horaire de bureau
  • En ligne

Déploiement

  • Cloud, SaaS, web

Formation

  • Webinaires
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Présentation des tarifs de inStream

inStream n'est pas disponible en version gratuite mais propose un essai gratuit. La version payante de inStream est disponible à partir de 137,00 $US/mois.


À partir de

137,00 $US/mois

Version gratuite

Non

Essai gratuit

Oui

inStream - Fonctionnalités

  • Benchmarking
  • Contrat à terme sur marchandises
  • Fonctions pour conseillers en placement
  • Gestion de la comptabilité
  • Gestion des clients
  • Gestion des fonds
  • Gestion des risques
  • Immobilier
  • Importation et exportation de données
  • Mesure des performances
  • Modélisation et simulation
  • Obligations/actions
  • Portail client
  • Pour investisseurs et traders
  • Rapports de conformité
  • Rééquilibrage du portefeuille

Logiciels de gestion des investissements : afficher la liste complète

inStream - Logiciels similaires

Plus d'alternatives à inStream

Avis sur inStream

Afficher 5 avis sur 40

Note globale
4,7/5
Facilité d'utilisation
4,6/5
Service client
4,6/5
Fonctionnalités
4,2/5
Rapport qualité-prix
4,5/5
Abiola A.
Consumer Relations Analyst
Biens de consommation
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    9/10
  • Source de l'avis 
  • Publié le 05/07/2018

"Instream enable us create relationships."

Avantages: Instream enable me collect important information about our customers by helping my team automatically gather important sales data and leads from major social networking platforms like Linkedin , Twitter and Facebook.
I like its aesthetic view of seeing all activities of our leads via a grid view .In comparison with other CRM tools ,information on Instream is entered automatically and this its best selling point.

Inconvénients: Great experience so far using Instream. However it takes time to really understand the nook and cranny of Instream. Requires a lot of patience as Instream isn't the most intuitive CRM out there.

  • Source de l'avis 
  • Publié le 05/07/2018
Utilisateur vérifié
Investment Banking Analyst
Services financiers, 10 001+ employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    4/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    9/10
  • Source de l'avis 
  • Publié le 12/10/2018

"Communicate With Clients Effectively with InsStream"

Avantages: My job is to gather information of potential, high-risk and low-risk investments which means I work long, gruesome hours. With the constant change in the market, I need to keep up and be glued to updates of our current economy. I was searching for a software that could assist me in efficiently communicate with stockbrokers, fund managers and clients and I came across InStream. This software helps me gather relevant data from my clients so I can match them with the right investments. It also keeps a history of all your communication with your clients which is very helpful, because you can always go back and check if you forgot something.

Inconvénients: I’m very happy with their program. However, I must say that their features are quite basic. It would be great if they can offer more services aside from client and risk management.

  • Source de l'avis 
  • Publié le 12/10/2018
Utilisateur vérifié
Founder
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    4/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    3/5
  • Support client
    1/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    2/10
  • Source de l'avis 
  • Publié le 16/04/2018

"Good software, might be dead though - no customer support and bugs"

Commentaires: sorted out my CRM workflow

Avantages: The GUI follows normal conventions so it is easy to use, getting started is pretty much instant unlike the Sugars etc. I also like how it integrates and tracks conversations via email and displays social media posts related to leads/opportunities etc.

Inconvénients: Support non-responsive, bugs that have been there for ages are not getting fixed, social links show you things, but nothing else. Recently Google stopped trusting InStream so email linkage no longer works. There is also no way to export.

  • Source de l'avis 
  • Publié le 16/04/2018
Tom G.
CEO
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    Sans note
  • Support client
    5/5
  • Rapport qualité-prix
    Sans note
  • Probabilité de recommander le produit
    Sans note
  • Source de l'avis 
  • Publié le 09/05/2016

"Instream is an awesome app"

Commentaires: Instream is an awesome app that helps you to strengthen business relations not only with your frequent/ potential customers but also with people it is important for you to remain in a good contact. The biggest advantage for me is that you can create your own lists without much effort, so that the platform become personalized for your specific needs. What do you dislike? Hard to find something that is not working and I don't like itI really can feel that they really care about their customers and I won't be left alone whenever I will meet any problem or have any question. What benefits have you realized? I am saving a lot of time and I can see that my team at work have better contact now. Everyone knows what to do and they are only seeing what applies to their duties so that we are avoiding now not clear situations and unnecessary mistakes. What's more, seeing everything related to one person in one place helps me with constructing better offers. Recommendations to others considering Instream Do the good research and make clear what your needs are. There are many CRM platforms available on the internet, they are all good, but u have to know which one would be the best for you. Before finally deciding on InStream I was signing in for 4 other platforms and after a month testing different products on trial versions I knew with which one I have to stay.

  • Source de l'avis 
  • Publié le 09/05/2016
Wojciech C.
CMO
Conseil en gestion, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Source : GetApp
  • Publié le 15/02/2018
  • Source de l'avis 
  • Source : GetApp
  • Publié le 15/02/2018