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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