inStream Solutions
inStream Solutions is the industry's first proactive, financial lifecycle management application that combines a powerful and scalable financial planning engine with intuitive tools built to help advisors improve their client relationships.
Integration Features
  • Access critical Veo client data such as account information and balances
  • Link Veo account data to your inStream client profiles
  • See a refreshed list of Veo accounts every time you log in
  • Receive nightly and on-demand account updates
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