Revolutionize advice. Invigorate client relationships. Run a smarter practice. Leigh Jedeikin, instream
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1 Revolutionize advice. Invigorate client relationships. Run a smarter practice. Leigh Jedeikin, instream leigh@instreamwealth.com 2013 instream Solutions, LLC. All rights reserved. "
2 Agenda Introduction Tour of instream Innovations in Planning Practice Management Easy Planning & Integrated Analytics Road map 2013 instream Solu2ons, LLC.. All rights reserved. 1
3 Introduction 2013 instream Solu2ons, LLC.. All rights reserved. 2
4 Introduction Designed by an advisor for advisors Revolutionizing the way wealth managers deliver advice to their clients Drives a material increase in the currency, frequency and relevance of the wealth manager s client communication instream provides Customized, daily- updated financial plans for each client Sophisticated analytics that run nightly on the plans of all clients Daily alerts (created by the analytics) to focus the wealth manager on the individual needs of each of their clients Virtual professional forum providing access to industry- wide benchmarking data and facilitating practice- related communication with other wealth managers Integration with major sources of client data as well as best in class complementary platforms (CRM, portfolio management, etc.) 2013 instream Solu2ons, LLC.. All rights reserved. 3
5 Integrated Smart Layer Integration with major client data platforms makes it easy to import client data and get accounts up and running CRM Portfolio Management Advisor Custody Retail Financial Marketplace Social Engagement 2013 instream Solu2ons, LLC.. All rights reserved. 4
6 Tour of instream 2013 instream Solu2ons, LLC.. All rights reserved. 5
7 Advisor Dashboard instream is the homepage for advisors, consolidating everything they need to manage their practice Create a system that scales your business by telling you when a client situation or event deserves your attention 2013 instream Solu2ons, LLC.. All rights reserved. 6
8 Integrated Financial Planning instream s sophisticated, easy to use planning functionality is at the core of the advisor s relationship with their clients instream s Wade Pfau, PhD helps guide our planning development 2013 instream Solu2ons, LLC.. All rights reserved. 7
9 Multiple Financial Planning Methodologies instream incorporates multiple planning methodologies, providing advisors with the latest in financial planning technology 2013 instream Solu2ons, LLC.. All rights reserved. 8
10 Integrated Wealth Management Calculators Calculators provide advisors with real- time answers to their client s most frequently asked questions Client information is automatically imported from instream s database 2013 instream Solu2ons, LLC.. All rights reserved. 9
11 Proactive Planning Alerts Calculator- driven proactive alerts notify advisors when any aspect of their client s financial profile needs attention 2013 instream Solu2ons, LLC.. All rights reserved. 10
12 Receive Marketplace Quotes Alert- driven marketplace provides tailored solutions for client needs 2013 instream Solu2ons, LLC.. All rights reserved. 11
13 Dynamic Mind Maps Customized mind maps drawn from instream client data provide a powerful relationship and communication tool for advisors 2013 instream Solu2ons, LLC.. All rights reserved. 12
14 Custom Client Plan Reports Customized client reports & presentations make it easier for the client to understand their goals and objective 2013 instream Solu2ons, LLC.. All rights reserved. 13
15 Real- Time Practice Management Information Real- time access to practice benchmarking information provides advisors with a detailed understanding of their practice compared to both their firm peers and other instream users 2013 instream Solu2ons, LLC.. All rights reserved. 14
16 Document Management Sophisticated document management system allows efficient management of back office workflow 2013 instream Solu2ons, LLC.. All rights reserved. 15
17 Innovations in Planning 2013 instream Solu2ons, LLC.. All rights reserved. 16
18 Innovations in Planning instream s Principles of Financial Planning Planning is inherently uncertain Planning should be as simple as possible, and as complex as necessary Planning is about trade- offs 2013 instream Solu2ons, LLC.. All rights reserved. 17
19 Innovations in Planning Distribution Management System (Q1 2014) Better reflects how advisors handle distributions Funded Ratio (Q2 2014) Embraced by institutional pensions 2013 instream Solu2ons, LLC.. All rights reserved. 18
20 Innovations in Planning Distribution Management System Models dynamic distributions More representative of advisor s distribution process 3 plan types: Desired Distribution Sustainable Withdrawal Rate Safe Savings Rate 2013 instream Solu2ons, LLC.. All rights reserved. 19
21 Innovations in Planning Desired Distribution and Sustainable Withdrawal Rate Plans Desired Distribution Can I do what I want? Sustainable Withdrawal Rate How much can I safely spend? 2013 instream Solu2ons, LLC.. All rights reserved. 20
22 Innovations in Planning Safe Savings Rate How much do I need to save? The most important variable for younger clients 2013 instream Solu2ons, LLC.. All rights reserved. 21
23 Innovations in Planning Funded Ratio Liability matching Can include mortality assumptions Examine the distribution of future funded ratios 2013 instream Solu2ons, LLC.. All rights reserved. 22
24 Practice Management 2013 instream Solu2ons, LLC.. All rights reserved. 23
25 Easy Plan Creation Pull your client s Spending Goals, Income, and Investment Accounts from their Profile 2013 instream Solu2ons, LLC.. All rights reserved. 24
26 Easy Plan Creation Use your custom model portfolios to set your asset allocation glide path Set your own tax assumption glide path, or just use your custom default assumptions to save time 2013 instream Solu2ons, LLC.. All rights reserved. 25
27 Easy Plan Creation Immediately see the results of your client s plan, set up your tracking plan settings, and within seconds, you are proactively planning 2013 instream Solu2ons, LLC.. All rights reserved. 26
28 Integrated, Proactive Planning & Client Alerts Create a new system that scales your business by telling you when a client situation or event deserves your immediate attention A detailed view of firm- wide alerts for financial planning, client interest alerts, client milestones, and workflow tasks 2013 instream Solu2ons, LLC.. All rights reserved. 27
29 A New Crowd- Sourced Knowledge Base A Community of Ideas, Best Practices, & Trends Leverage instream s collective planning intelligence & participatory knowledge base to drive best practices, understand wealth management trends, and compare your client s planning strategies to others 2013 instream Solu2ons, LLC.. All rights reserved. 28
30 Managing Clients & Teams The instream Teams feature allows you to segment your clients, and make sure that they are getting the appropriate level of service 2013 instream Solu2ons, LLC.. All rights reserved. 29
31 Road Map 2013 instream Solu2ons, LLC.. All rights reserved. 30
32 Client Project Mind Maps Design, track, & share client projects Wealth Management Mind Maps - guide clients through a series of life events & projects Track progress and establish appropriate needs for client goals A structured workflow & planning process to address a variety of client needs 2013 instream Solu2ons, LLC.. All rights reserved. 31
33 Virtual Professional Advisor Forum Robust virtual platform for advisors to discuss and evaluate all aspects of their practice within their firm, custom peer groups, and all of instream 2013 instream Solu2ons, LLC.. All rights reserved. 32
34 Integrated Investment Analytics Investment analytics allow you to focus in on holdings, fees, performance, and more Proposal & IPS generation tools allow you to easily convert prospects to clients 2013 instream Solu2ons, LLC.. All rights reserved. 33
35 Online Wealth Management Portal Track progress towards your client s spending and saving goals An innovative tool to prospect and manage client relationships. A holistic view of your client s financial picture 2013 instream Solu2ons, LLC.. All rights reserved. 34
36 Thank You 2013 instream Solutions, LLC. All rights reserved. "
37 Advisor Recognition The combination of planning alerts and alerts regarding financial opportunities from the Marketplace gives the advisor real and actionable information that a client will value. Aaron Spradlin, VP of Information Technology at United Planners Financial Services, $1.1B AUM instream is one of few applications I run every day. It's instrumental to client acquisition, quality planning, and proactively meeting clients ongoing needs. I love the simplicity. The application makes it incredibly easy to run through multiple "what if" scenarios in just a few clicks - which is a major part of the financial planning value we propose to all clients and prospective clients. Jason Wenk, President, Retirement Wealth Advisors, $120M AUM 2013 instream Solu2ons, LLC.. All rights reserved. 36
38 Industry Recognition 2012 s Best Tech for Advisors 12/13/ Innovation of the Year Award Changes in goals- based and cash- flow- based financial planning software have largely been gradual and consistent over the last decade, but nothing revolutionary has recently emerged from these products. One new financial planning software product has emerged with great potential to change the way advisors monitor their clients' plans and compare recommendations with prevailing industry practices instream from instream Solutions is this year s Innovation of the Year recipient 2013 instream Solu2ons, LLC.. All rights reserved. 37
39 Press Recognition Rethinking the Advisor Desktop 12/1/12 instream [is] more valuable to an RIA than a custodian supporting asset management, a business that's become increasingly commoditized. Tech Support 11/5/12 [instream is] nothing less than groundbreaking A Free Enterprise 4/27/12 instream takes enterprise software into uncharted territory 6 I ve Seen the Future of Financial Planning and It s Name is instream 3/28/12 The future of professional wealth management software is instream Solutions. instream, in the Moment 2/1/12 While true innovations don't occur all that often, instream is next in line among the financial planning software innovators. Turning Planning on its Head 10/23/11 instream is poised to turn financial planning on its head Four Bold Innovations that will Revolutionize Financial Planning 4/9/13 Financial planning and investment advice are about to take another evolutionary step forward! 2013 instream Solu2ons, LLC.. All rights reserved. 38
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