inStream Academy
Lesson 1 - Setting up inStream
- Lesson 1.1 - Introduction
- Lesson 1.2 - Setting up your advisor profile
- Lesson 1.3 - Using Custom Asset Classes
- Lesson 1.4 - Setting up an Integration
- Lesson 1.5 - Creating a Custom Allocation Model
- Lesson 1.6 - Customizing Allocation Model Returns
Lesson 2 - Creating the Client Profile
Lesson 3 - Building Plans
Lesson 4 - About the Analysis
Lesson 5 - Managing Alerts
Lesson 6 - Putting It All Together
Lesson 7 - Administrator Role
- Lesson 7 - Administrator Role Introduction
- Lesson 7.1 - Managing Users
- Lesson 7.2 - Assigning Seats
- Lesson 7.3 - Setting up and Managing Teams
- Lesson 7.4 - Assigning User Roles: How to add administrator and advisor user roles
- Lesson 7.5 - Admin Branding and Report Templates