Today’s video spotlight features Alex Murguia, CEO of inStream Solutions, a new financial planning software application built around the proactive planning process.
Hear Murguia address the challenges his firm, McLean Asset Management, faced with traditional, reactive financial planning models and the investment he and his partners made to create a new, proactive solution. In addition to proactive alerts, hear about the marketplace inStream creates to aggregate financial calculators and products that can benefit clients’ financial plans.
