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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

Tuesday, November 18, 2014 – 7:00 PM by Lisa Shidler
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Alex Murguia rolled up his sleeves after the product fit wasn't quite right initially.

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Mentioned in this article:

Mercer Global Advisors
Advisory Firm
Top Executive: David Barton

inStream Solutions
Financial Planning Software
Top Executive: Alex Murguia




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