Quick Plan Widget

InStream Wealth's Quick Plan Widget allows you to embed a simplified version of InStream Wealth's Monte Carlo Analysis into your own website. Potential clients visiting your website can enter their age, current retirement savings, monthly retirement savings contributions, and goal retirement income and receive a preliminary chance of success percentage. 

The potential client with have the option to have this analysis emailed to them or to connect with an advisor. If they choose to connect with an advisor, the information they input will be added to the InStream Wealth client list of the advisor who set up the Quick Plan Widget. 

Colour and Branding customization is available. 

Please reach out to us at for more information on how to have the Quick Plan Widget added to your subscription. 


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