Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
API Access
Has API
Integrations
Aptos
Exchequer
IBM Db2
JD Edwards EnterpriseOne
Microsoft Dynamics 365
Oracle Cloud CX
Proactis
SAP Ariba
SAP Cloud Platform
SAP S/4HANA
Integrations
Aptos
Exchequer
IBM Db2
JD Edwards EnterpriseOne
Microsoft Dynamics 365
Oracle Cloud CX
Proactis
SAP Ariba
SAP Cloud Platform
SAP S/4HANA
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$137.00/month/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Product 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