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- An Oranj team member will contact you right away to welcome you and explain the onboarding process.
CLIENTS AND DATA
- We will import all client data
- We will create the feed with your custodians
- We will white label your portal
ONBOARDING WALK THROUGH
- Our training department will help you build out your advisor and client dashboards
- We will configure automation
Have a question?
You can always reach us at 312.635.0889