Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • NaviPlan Reviews & Ratings
    Company Website
  • ConnectWise RMM Reviews & Ratings
    158 Ratings
    Company Website
  • Sharesight Reviews & Ratings
    500 Ratings
    Company Website
  • ZenTreasury Reviews & Ratings
    9 Ratings
    Company Website
  • Nexo Reviews & Ratings
    16,471 Ratings
    Company Website
  • AestheticsPro Reviews & Ratings
    654 Ratings
    Company Website
  • InterProse ACE Reviews & Ratings
    147 Ratings
    Company Website
  • Houzz Pro Reviews & Ratings
    23,196 Ratings
    Company Website
  • cside Reviews & Ratings
    23 Ratings
    Company Website
  • ArboStar Reviews & Ratings
    559 Ratings
    Company Website

What is inStream?

inStream revolutionizes your planning methodology by providing a clear visualization of a client's journey and the actions necessary for reaching their goals. This innovative platform grants the confidence, transparency, and convenience that clients seek. By enhancing financial planning practices, you can achieve better wealth management and cultivate deeper client relationships. Utilizing the tools provided by inStream allows you to grow your practice while delivering timely, relevant, and consistent advice to each individual client. You can easily nurture client loyalty, even while enjoying your morning coffee, by starting your day with a thorough examination of your clients' financial planning achievements and swiftly attending to their needs. Regularly assessing your clients' planning requirements builds trust through proactive measures. Additionally, inStream goes beyond conventional goals-based strategies by incorporating academically grounded reasoning and cash flow evaluations to accurately determine the probability of your clients fulfilling their aspirations, thus ensuring a secure and meticulously crafted financial future. This comprehensive approach not only improves the quality of your service but also solidifies your reputation as a dependable guide in their financial endeavors, ultimately leading to long-lasting partnerships. Through this commitment to excellence, you can confidently navigate the complexities of financial planning with your clients every step of the way.

What is Celaton inSTREAM?

inSTREAM is an innovative Intelligent Document Processing (IDP) platform developed by Celaton, designed to automate and streamline monotonous tasks within business operations, such as accounts payable, sales order processing, customer correspondence, and claims management. Leveraging cutting-edge technologies like Artificial Intelligence (AI), Machine Learning (ML), Optical Character Recognition (OCR), and Robotic Process Automation (RPA), inSTREAM adeptly captures, identifies, sorts, extracts, verifies, and enhances data from various document types without the need for manual intervention. The platform's self-learning algorithms continually refine automation processes, resulting in a considerable decrease in manual effort, time spent, and overall operational costs. It is crafted for effortless integration with existing business systems, ensuring a smooth and cohesive workflow from start to finish. Available as a scalable Software-as-a-Service (SaaS) solution, inSTREAM guarantees secure document storage for easy access and adherence to regulatory standards, while also offering businesses the flexibility to expand their operations when necessary. Moreover, its intelligent capabilities enable organizations to redirect their focus towards more strategic initiatives instead of getting mired in mundane paperwork, ultimately enhancing productivity and efficiency. By adopting inSTREAM, companies can not only improve their operational efficiency but also gain a competitive edge in their respective markets.

Media

Media

Integrations Supported

Aptos
Exchequer
IBM Db2
JD Edwards EnterpriseOne
Microsoft Dynamics 365
Oracle Cloud CX
Proactis
SAP Ariba
SAP Cloud Platform
SAP S/4HANA
Sage 100
ServiceNow
Tungsten
Xero

Integrations Supported

Aptos
Exchequer
IBM Db2
JD Edwards EnterpriseOne
Microsoft Dynamics 365
Oracle Cloud CX
Proactis
SAP Ariba
SAP Cloud Platform
SAP S/4HANA
Sage 100
ServiceNow
Tungsten
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$137.00/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

inStream Solutions

Company Location

United States

Company Website

instreamwealth.com

Company Facts

Organization Name

Celaton

Date Founded

2004

Company Location

United States

Company Website

celaton.com/platform/instream

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

Popular Alternatives

Popular Alternatives

inStream Reviews & Ratings

inStream

inStream Solutions
Summit Reviews & Ratings

Summit

Summit Wealth Systems
RCM Cloud Reviews & Ratings

RCM Cloud

Medsphere Systems Corporation