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 is some information we will need from you to connect the platforms.
1. Service Account User ID
2. Service account password
Please send the above information to email@example.com, and as soon as we’re done setting up your Orion integration, we’ll send you a confirmation e-mail!