inStream Solutions

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Adding Goals in inStream

There are four types of goals within inStream:

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Speed up your Data Entry

Helpful Tips on How to Decrease Data Entry Time

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Using the Mortgage Comparison Calculator in inStream

Calculators are one of the ways that you can provide analysis to your clients.  To get to the Calculators section, you must first select a client and then click on the Calculators tab.

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Importing Clients into inStream from a CSV File

inStream has created a CSV template file in order for our customers to easily upload clients into the system. To begin, go to the Client section of inStream and then click on Import. An import drop down menu will appear; please click CSV Client Import.

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inStream's Integrations with CRMs vs. Portfolio Management Systems

At inStream, we have a wide variety of integrations available for both CRM and PMS systems.  CRM stands for a Client Relationship Management system.  These are systems such as Microsoft Outlook, Google Apps, and Redtail.  inStream allows for your inStream account to integrate with these Client Relationship Management systems, allowing for you to pull all of the client information that you want to into inStream.  A PMS, on the other hand, is a Portfolio Management System.  These are systems such as Blueleaf, Orion, Schwab Portfolio Center, and Albridge.  With these portfolio management systems, you will largely pull information involving accounts into inStream, which can be used in many areas for your clients, especially planning.

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Customizing inStream's Financial Plan Report Output

inStream has fully customizable plan report outputs.  When looking at a client's plan, to get started on the report, open the report output by clicking View Output.

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Make your Financial Plans into Tracking Plans

Tracking plans are one of the keys to making inStream a proactive planning tool. They allow you to continuously monitor how your clients are doing relative to their goals. By rerunning all of your tracking plans, every night, we can let you know whenever a plan drifts outside of your comfort range, so that you can make the necessary adjustments.

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