Integrates smoothly with other softwares

What are the best aspects of this product?

It delivers excellent results in attracting clients because of its easy integration with retirement planning softwares.

What aspects are problematic or could work better?

I can't log in using several computers. Other than that, I love what Instream has to offer.

What specific problems in your company were solved by this product?

It accounts for volatility. This will let me know the chance in which my clients can run out of money during their lifetime.

Are you a current user of this product?

No