Designed for the Adviser Experience

Oranj's wealth management platform gives financial professionals everything they need to run an efficient practice and provide investors with an interactive and engaging experience. Best of all, it’s completely free to use.

Financial Advice for the Digital Age

Investors today want the same type of on-demand service that they’ve come to know and expect from other services they use in their daily lives. Clients can access their complete financial picture anytime, and prospective clients can utilize Oranj to quickly onboard and begin collaborating with their adviser, leading to a better experience.

Modern Experience

Provide clients with 360° access to their entire financial lives anytime, allowing them to see where they stand and connect with their adviser as life events unfold.

Easy Management

Boost back-office capabilities with cutting-edge portfolio management, trading, and rebalancing built on a decade of battle-tested software.

Increase Profits

Oranj is completely free to use – now and forever. By reducing software costs and fees for advisers and investors, we’re helping make the advice business more profitable.

Three Ways Advisers Are Using Oranj

Oranj includes tools to support practices of any size or scale, all within a platform that’s free to use.

A Complete Solution

With collaborative front-office tools, robust back-office capabilities, and world-class portfolio management, Oranj is an all-in-one solution to support all aspects of an advisory practice. Invite clients and prospects, communicate with them digitally, recommend customized investment strategies, and implement via trading and rebalancing – all within one platform, completely free.   See All Features ›

 

Digital Experience

For advisers who just need a modern client portal for their practice, Oranj contains a suite of client engagement features for servicing, managing, and connecting with clients and prospects. Oranj’s front-office capabilities allow advisers to digitally onboard new clients, aggregate managed and held-away accounts, monitor clients’ financial lives, open/transfer accounts, and so much more. Explore Client-Facing Capabilities ›

 

Powerful Back-Office

Advisers can also choose to use Oranj as a free, institutional-grade trading and rebalancing platform. Oranj helps advisers construct investment portfolios, conduct powerful and efficient portfolio rebalancing, execute straight-through order processing, and customize their back-office processes to meet their specific needs.  Explore Back-Office Tools ›

Innovative Investment Minds, All In One Place

Oranj features a model marketplace that includes some of the leading asset management firms – helping advisers reduce costs and leverage products and strategies that help investors meet their goals. Our marketplace includes a diverse group of investments that can fit within any investment strategy.

 

The Future of Fintech is Free

The financial services industry has been slow to adopt the free software model that drives much of the digital world. Utilities that advisers use every day – email, document clouds, social networks – are completely free, so why should the digital tools that support practices be any different?

Read our latest study to learn how shifting economics and uncovered how advisers can reduce their overhead to pull ahead of the pack.

Read The Study See More Resources

Beyond the standard CRM, portfolio management, and financial planning solutions, progressive advisory firms likely use tools that don’t integrate with one another. Oranj helps advisers consolidate such tools into one integrated, easy-to-manage, and affordable platform.”

Bill WinterbergFP Pad

Whether you want to strengthen your relationship with existing clients, attract new prospects, engage better with Gen X or Gen Y, or compete effectively with robo advisers, Oranj offers a tool set that may help. A fresh, digitally savvy approach to client communication and retention.

Joel BruckensteinTechnology Tools for Today

More than account aggregation or reporting, Oranj allows advisers to see when clients make changes in their assumptions, like retirement age, and makes it easy to contact the client sooner than annual meeting. A more collaborative way to work together.

Paul SullivanNY Times

Gain Key Insights Into the Industry's Latest Trends


Watch: Bring Strategies to Life

Watch how Oranj makes it simple for advisers to custom-tailor investment strategies and service clients in new, modern ways.
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PIMCO & WisdomTree Strategies Available on the Oranj Platform

Oranj Expands Selection in its Model Marketplace, Now Offering Advisers Access to 56 Models & 531 Funds
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The Future of Advisers is Bright in 2018

The Bureau of Labor Statistics expects demand for advisers to grow at a rapid clip as savvier clients search for the best approaches to money management.
Read More ›