Buckingham Asset Management/BAM Advisor Services has chosen the inStream planning-centric wealth management software platform to serve the more than 370 advisors representing the more than 140 client firms in its network.
The strategic partnership was announced at the BAM Alliance 2014 Annual Conference.
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Designed by an advisor, inStream is an innovative, cloud-based financial planning and wealth management platform that is revolutionizing the way advisors deliver advice, and redefining how they manage their practice.
inStream empowers advisors to deliver a great client experience with more timely and relevant wealth management advice by performing a complete "annual review" for all of an advisor’s clients every single evening, telling advisors which clients to call, and what to discuss with them. More at www.instreamwealth.com.
Cloud-based inStream was developed by a financial advisor for financial advisors, whether they’re in the largest firms or independent practices. inStream lets advisors increase time spent with their clients while also increasing business capacity, enhancing the human connection at a time when "robo-advisor" products are focused on minimizing the human role.
That was the appeal for Buckingham and BAM Advisor Services, organizations built around a personal relationship with each client. Buckingham/BAM advisors will each have access to inStream as part of its turnkey suite of support software.
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By GlobalData"We believe that great financial advice comes from a high quality advisor who is supported by an up-to-date client financial plan that the advisor relies upon for daily guidance of their conversations. inStream provides exactly what we believe will propel wealth management to the next level and will enable Buckingham advisors and BAM clients to consistently deliver the highest quality advice," said Jeff Remming, Chief Operating Officer for Buckingham/BAM. "inStream is clearly at the leading edge of technology available to today’s wealth managers," added Remming.
"We couldn’t have hoped for greater validation of inStream’s value to financial advisors than to have been selected by Buckingham and BAM," said John Wotowicz, Executive Chairman of inStream. inStream founder Alex Murguia added.
"Whether an advisory firm is large or small, success is still ultimately determined by the strength of client relationships and service. We developed inStream to allow firms of all sizes to empower their advisors, not to bypass them, and to enable them to develop the best possible relationships and deliver the best possible service."
inStream combines world-class financial planning capability with a wide variety of analytics and an easy-to-use interface to enable advisors to proactively deliver current, relevant and consistent advice to all of their clients throughout the year.
A complete "annual review" for all of an advisor’s clients is performed every single evening, telling advisors which clients to call and what to discuss with them. Buckingham/BAM joins Mercer Advisors among inStream’s growing list of enterprise clients.
