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* How likely are you to recommend inStream to other advisors?
 
 
 
We're trying something a little bit different this month. We're going to ask your impression of the different areas of inStream and then, if you would like, we can contact you to discuss specific areas in more depth.
 
 
 
Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied
How satisfied are you with the Profile Section?
 
 
 
Do you have any comments on the Profile Section?
   
 
 
 
Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied
How satisfied are you with the Planning Section?
 
 
 
Do you have any comments on the Planning Section?
   
 
 
 
Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied
How satisfied are you with the Calculators Section?
 
 
 
Do you have any comments on the Calculators Section?
   
 
 
 
Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied
How satisfied are you with the Marketplace Section?
 
 
 
Do you have any comments on the Marketplace Section?
   
 
 
 
Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied
How satisfied are you with the Alerts Section?
 
 
 
Do you have any comments on the Alerts Section?
   
 
 
 
Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied
How satisfied are you with the Onboarding Process?
 
 
 
Do you have any comments on the Onboarding Process?
   
 
 
 
We would love the opportunity to speak with you on one (or more) of these different areas in more depth. If you would be willing to do so, check whatever area you would be interested in speaking about and we will be in touch shortly.
 
Profile Section
 
Planning Section
 
Calculators Section
 
Marketplace Section
 
Alerts Section
 
Onboarding Process

 
 
 
Any other comments for us?
   
 
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