inStream has a number of tools that can help you manage and analyze your client base, keeping you proactive, productive and focused. In this lesson, we are going to cover the following:
- My Documents
Trends are automatically created by analyzing your book of clients in inStream. Currently, the Trends include analyzing data from profile, plans and alerts. Click here to learn more about trends.
The documents section allows you to upload documents to a client profile. Click here to learn more about documents.