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.
All the benefits of digital advice with a human a touch
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.