It’s about helping clients achieve their goals
Spend more time doing what you do best: advising your clients.
Clients have access to their entire financial lives anytime, anywhere and can pivot their goals as life events unfold.
Gain complete insight into the entire financial picture and address areas of opportunity to serve your clients as their needs arise.
Maximize your time and provide the same level of service no matter where they are located.
Digital Advice with a Human Touch
Oranj has created the world’s best digital experience for helping financial advisers work with people’s financial lives and personal goals, and one that empowers investors to make smart financial decisions, connect with financial professionals, and pursue better investing outcomes. To achieve this, Oranj builds software for servicing, collaborating, managing, and connecting using user-friendly applications for a fully interactive human-driven, technology-assisted experience.
Compare Our Solutions
Start modernizing your practice today for free
- Online Onboarding
- Account Opening/Transfer
- Partner Model/Fund Marketplace
- Custom Portfolio Construction
- eSignature Integration
Run a state-of-the-art, client-centric practice
- Everything included in OranjMAX, plus:
- Goal Tracking
- Unlimited Vault
- Integrated Messaging
- Advanced Business Intelligence
- Dedicated Service Team
What The Experts Are Saying
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