Reshaping the Client/Advisor Journey

A digital advice platform that streamlines and simplifies business development, intelligence, and client service

Oranj

A set of centralized tools designed to optimize your practice from referral to client.

Business development, business intelligence, and client management made faster and more efficient. Clients get the information they need, when they need it, and advisors get to focus on what they do best – advising their clients.

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All the benefits of digital advice with a human a touch

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Benefits to Advisors

Maximize the Prospecting Process

Connect and engage from the earliest phase of your journey together. Prospects can use Oranj without being clients. Onboarding is simple. Gain complete insight into your prospects’ entire financial picture and address pain points to focus your value proposition.

Improved Client Experience

Your clients have access to their entire financial lives anytime, anywhere and can pivot their goals as life events unfold. The advisor dashboard keeps you informed every step of the way. Real time communication tools allow you to make quick decisions and collaborate to achieve those goals.

Service Small accounts

Oranj’s automation tools allow you to maximize your time and provide the same level of service across account size. Your small accounts have the same tools, resources, attention, and access as your bigger clients.

Engage the next generation

Give access to self-service capabilities, plus your expertise and experience. Real time communication and collaboration tools, coupled with seamless user experience provide a strong value proposition to the next wave of investors.

Find Out What Oranj Can Do For You Today

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Full of Features. On Demand. Configurable. Customizable. Frictionless. 

How It Works

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  Client/Prospect Dashboard

  Advisor Dashboard

  Goal Tracking

  Real Time Updates and Messaging

  Online Account Opening

  Account Aggregation

  Digital Investment Proposal

  Interactive Vault

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Putting the Advisor at the Center of a Changing Landscape

Your clients get immediate access to your best ideas and the clarity they need from a single source. You get a comprehensive view of your entire business.

 

READ OUR DIGITAL ADVISOR WHITE PAPER

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