News, Vision & Voice for the Advisory Community


Why a $25 billion RIA just went with Alex Murguia's startup's financial planning software

The Buckingham Companies chose inStream to overcome the 'dead' plan problem

Author Lisa Shidler November 18, 2014 at 7:00 PM
no description available
Alex Murguia rolled up his sleeves after the product fit wasn't quite right initially.

Related Moves

March 12, 2020 at 1:45 PM

Mentioned in this article:

Mercer Global Advisors
Advisory Firm
Top Executive: David Barton

inStream Solutions
Financial Planning Software
Top Executive: Alex Murguia

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

RIABiz Directory sponsored by:

Directory Sponsor Logo