Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

inSTREAM is a cutting-edge Intelligent Document Processing (IDP) solution created by Celaton, aimed at automating and simplifying tedious and repetitive tasks in business operations, including accounts payable, sales order processing, customer correspondence, and claims handling. By utilizing advanced technologies such as Artificial Intelligence (AI), Machine Learning (ML), Optical Character Recognition (OCR), and Robotic Process Automation (RPA), inSTREAM efficiently captures, identifies, sorts, extracts, verifies, and enhances data from a variety of document formats without manual input. Its self-learning algorithms consistently optimize automation processes, leading to a significant reduction in manual workload, time expenditure, and overall costs. The platform is designed for seamless integration with pre-existing business systems, thereby facilitating a smooth end-to-end workflow. Offered as a scalable Software-as-a-Service (SaaS) model, inSTREAM ensures secure document storage for easy retrieval and regulatory compliance, while also providing businesses with the flexibility to scale operations as needed. In addition, its intelligent features allow organizations to focus on more strategic tasks rather than being bogged down by routine paperwork.

Description

inStream streamlines your planning approach, enabling you to clearly depict a client's trajectory and the steps to reach their destination. This platform equips you with the assurance, transparency, and ease that your clients desire. Enhanced financial planning translates to improved wealth management and stronger client connections. With inStream's resources, you can expand your practice and effectively offer timely, relevant, and consistent guidance to every client. Cultivate client loyalty effortlessly, even during your morning coffee, by beginning your day with a comprehensive review of your clients’ financial planning milestones and promptly addressing their requirements. By continuously monitoring your clients’ planning needs, you can foster trust through proactive strategies. Furthermore, we transcend traditional goals-based planning by integrating academically sound logic and cash flow analysis to confidently evaluate the likelihood of your clients achieving their ambitions, ensuring that their financial future is secure and well-planned. This approach not only enhances your service delivery but also reinforces your position as a trusted advisor in their financial journey.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

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

Integrations

Aptos No 
Exchequer No 
IBM Db2 No 
JD Edwards EnterpriseOne No 
Microsoft Dynamics 365 No 
Oracle Cloud CX No 
Proactis No 
SAP Ariba No 
SAP Cloud Platform No 
SAP S/4HANA No 
Sage 100 No 
ServiceNow No 
Tungsten No 
Xero No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$137.00/month/user
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Celaton

Founded

2004

Country

United States

Website

celaton.com/platform/instream

Vendor Details

Company Name

inStream Solutions

Country

United States

Website

instreamwealth.com

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management Yes 

Alternatives

inStream Reviews

inStream

inStream Solutions

Alternatives

Summit Reviews

Summit

Summit Wealth Systems
RCM Cloud Reviews

RCM Cloud

Medsphere Systems Corporation