Featured Integrations

partner-td partner-redtail partner-orion   Advent_logo partner-blueleaf
Albridge logo   partner-outlook

TD Ameritrade Institutional

  • Link your TD Ameritrade Institutional Advisor Rep Code to inStream
  • Easily control the Rep Codes that your inStream users can access
  • Import multiple accounts at once
  • Automatic account updates
  • Reconciles accounts for import
  • Import Accounts from TD Ameritrade Institutional’s Veo®

          Click here to learn more

 

Redtail Technology

  • One click import brings in all your client households and accounts
  • Every account is automatically imported and linked to your clients
  • Nightly updates enable inStream’s proactive financial planning

          Click here to learn more

 

Orion Advisor Services, LLC

  • Imports data & automatically links account households
  • Updates account data nightly and On Demand
  • Enables proactive tracking plans
  • Importing Clients & Accounts from Orion

          Click here to learn more

 

Advent’s Black Diamond

  • Import multiple accounts for a household
  • Nightly account updates
  • Enables proactive financial planning

          Click here to learn more

 

Outlook

  • Export multiple clients from MS Outlook, at one time
  • Easily establish your clients’ family and business network by linking imported contacts
  • Importing a Client from Microsoft Outlook

          Click here to learn more

 

Blueleaf

  • Beautiful live-data Client Portal
  • Dead Simple Performance Reporting
  • Proactive Portfolio Monitoring
  • Effortless Document Sharing

          Click here to learn more

 

Albridge

  • Import accounts and link them to households
  • Each account stays updated automatically
  • Easily track financial plans on a nightly basis

          Click here to learn more

 

TD Ameritrade Institutional’s Veo®

inStream Solutions is proud to integrate with TD Ameritrade Institutional’s Veo®, an award winning back office technology platform. Veo offers a wealth of features and capabilities designed to give advisors more flexibility and greater efficiency. With inStream, Veo users can easily import their book of client accounts, and quickly link multiple accounts to their clients’ profiles. Getting your financial planning software setup to begin planning shouldn’t be cumbersome, and with inStream and Veo, getting set up is simple. With nightly, and On Demand account updates, inStream tracking plans will enable truly proactive financial planning.

  • Link your TD Ameritrade Institutional Advisor Rep Code to inStream to capture all of your clients’ accounts
  • Easily control the Rep Codes that your inStream users can access
  • Import multiple accounts at once
  • Automatic account updates
  • Reconciles the accounts available for import each time you login
  • Import Accounts from TD Ameritrade Institutional’s Veo®

Next Steps:

  1. Gather the TD Ameritrade Institutional User IDs (no passwords) from your firm that will want to utilize the inStream Solutions & TD Ameritrade Institutional’s Veo® integration. Include the User IDs with the Release of Information form that will be sent to TD Ameritrade Institutional.
  2. Complete the Release of Information form and email to support@instreamwealth.com or fax to 703-348-8523 (Attn: inStream Support).
  3. TD Ameritrade Institutional Tech Services will be in touch with you in 24-48 hours, and will notify us at inStream when the work is complete.
  4. Once inStream is notified by TD Ameritrade Institutional, we will contact you and get you’ll have automatically updated account values from Veo in no time!

TD Ameritrade and inStream Solutions, LLC are separate, unaffiliated companies and are not responsible for each other’s policies and services. Access to Veo® and the services presented is provided solely as a service to financial advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. TD Ameritrade is not responsible for third-party information or services, including market data provided by the exchanges. TD Ameritrade does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Third-party research and tools are obtained from companies not affiliated with TD Ameritrade, and are provided for informational purposes only. While the information is deemed reliable, TD Ameritrade does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

 

Redtail Technology

inStream Solutions offers a powerful integration with Redtail Technology. With a single click, all of your client households, and all of their accounts are imported from Redtail. The days of importing clients and accounts one by one are over. Every night, inStream is synchronized with your Redtail data, enabling advisors to take advantage of inStream’s proactive financial planning. Let inStream notify you when a client’s financial plan needs attention.

Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry’s most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing clients and prospects – it’s also about servicing them and, in turn, extracting value from the relationships. At the same time, it’s about doing all these things while simultaneously improving operational efficiency. For more information, visit www.redtailtechnology.com.

Next Steps:

  1. Let us know that your firm is ready for Redtail. E-mail us, or give us a call at 800-444-1115 Ext 3.
  2. We’ll turn the integration on for your firm, and show you how to import.
  3. It takes a few clicks and a few minutes (at most), and you’ll be all setup!

 

Orion Advisor Services

More than just a portfolio management application, Orion can be used to actually create clients in inStream. Client data is imported to quickly create profiles, and then client accounts are smartly linked to their profiles. This might be the fastest client creation and simultaneous account linking process in the history of financial planning software! With nightly and On Demand account updates, proactive financial planning has never been easier.

  1. Imports data & automatically links account households
  2. Updates account data nightly and On Demand
  3. Enables proactive tracking plans
  4. Importing Clients & Accounts from Orion

Next Steps:

  1. Call Orion Sales & Support: 402-496-3513
  2. Shoot us an email or give us a call at inStream Support, 800-444-1115 Ext 3

www.orionadvisor.com

 

Microsoft Outlook

For many financial advisors, MS Outlook is more than just email software, and inStream is more than just a financial planning application. inStream Solutions offers an MS Outlook add-on that enables users to create new client profiles in inStream by importing their contact information; moreover, you can also import a client’s entire family or business network. There’s no need for tedious data entry, just install the add-on and get started importing.

  • Export multiple clients from MS Outlook, at one time
  • Easily establish your clients’ family and business network by linking imported contacts
  • Importing a Client from Microsoft Outlook

Next Steps:

  1. Sign up for inStream and download the MS Outlook Plug-in
  2. Shoot us an email or give us a call at inStream Support, 800-444-1115 Ext 3

http://office.microsoft.com/en-us/outlook/

 

Blueleaf

Blueleaf provides comprehensive data, including custodial, held-away and offline/manual assets via direct custodian integrations and included account aggregation. All this client data is delivered through a single connection to Blueleaf’s industry leading data API, dramatically simplifying your data management. It is the simplest and most comprehensive data access available anywhere.

All this great data is part of our comprehensive Blueleaf Advisor platform which also includes:

  • Beautiful live-data Client Portal
  • Dead Simple Performance Reporting
  • Proactive Portfolio Monitoring
  • Effortless Document Sharing
  • Easy Billing Calculations

You can see for yourself with our 30 day full-featured FREE trial.

To learn more please visit www.blueleaf.com

 

More Info

Contact support@instreamwealth.com for more information