Wealth Management and Infostream Technology

Infostream Technology can help your staff get the most out of the technology investment you've made to make your office run better. We do this by first understanding your vision for your business, and then strategically applying practical technology solutions.

Your office runs on a combination of cloud-based applications as well as local ones. You might be having trouble getting your applications to share data, or maybe you want to migrate entirely to software-as-a-service applications. Either way, we can put you on the path to more productivity.

Transforming your business to digital can be a daunting task. Satisfying clients who expect you to be online and available constantly requires a thoughtful approach. We can help you differentiate yourself by creating an online experience that is engaging and appropriate for your clients.

Your portfolio accounting solution does a lot for you, but it still hasn't figured out how to show the data in a way that is useful to you. We can create and customize reports - whether online-, Excel-, or application-based - that will give you insights that you and your clients will find timely and valuable.

If you've ever thought, “there has to be a better way”, call us. We can help you find it.

Infostream Technology can help your firm succeed. We take the time to understand your vision and will collaborate with you to deliver it.