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Tools Survey

inStream Tools Survey
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Name
   
 
 
 
Firm Name
   
 
 
 
What Portfolio Management System do you use?
 
Orion
 
Portfolio Center
 
Albridge
 
Morningstar Office
 
Envestnet
 
None
 
Other
 
 
 
 
What CRM Do you use?
 
Redtail
 
Outlook
 
Junxure
 
Salesforce
 
ACT!
 
None
 
Other
 
 
 
 
Have you used any other Financial Planning tools in the past?
 
MoneyGuide Pro
 
eMoney
 
Money Tree
 
FinanceWare
 
Naviplan
 
None
 
Other
 
 
 
 
Are you an RIA or do you work with a B/D?
 
RIA
 
Work with a B/D
 
Dual Registration
 
 
 
Who is your Primary Custodian?
   
 
 
 
What B/D do you work with?
   
 
 
 
What is your firm's approximate AUM/AUA?
   
 
 
 
Approximately how many clients does your firm work with?
   
 
 
Would you recommend inStream to another advisor?
Absolutely Not Not Really If They Ask Already Do
 
 
 
 
Anything Else that you want to tell us?
   
 
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