If you are using Orion for your Portfolio Management System, we have an integration that will simplify client creation and importing accounts. The integration allows inStream to update the account values on a daily basis which means tracking your client’s situation more accurately. However, there are a few things you must do before we can start the setup.
1. Sign the release form attached at the bottom.
2. After signing the release form, send it to your account manager at Orion.
3. The Orion tech team will reach out to us in a secure way to give us the green light and data to get started.
As soon as we’re done setting up your Orion integration, we’ll send you a confirmation e-mail!