Spend Less Time Managing,             More Time Advising

With Oranj’s simple yet sophisticated software, financial advisors can streamline investment management and client service without fees or long-term contracts.

Award-Winning Advisor Technology

Oranj provides advisors with end-to-end technology designed to help them run better businesses and deliver a world-class experience to their customers.

Streamlined Investment Management

Custom model capabilities, access to sub-advised and strategist models from leading asset managers and a robust, but easy to use rebalancing tool.

Cost Efficient and Flexible

A free base platform that provides advisors with the software needed to grow a business without increasing costs or long-term contracts.

Dynamic, Real-Time Client Service

Award-winning account aggregation, real-time data to service clients, and a client portal for efficient on-boarding, goal-setting, account management, and on-the-go access.

Simple Yet Sophisticated

An easy-to-use platform that aligns client-facing and back-office needs so advisors can run a fully connected business.

Robust Features to Power Your Business

Advisor Dashboard ›

One place for advisors to connect with prospects & communicate, collaborate & service clients.

Client Portal ›

A modern portal for your clients & prospects to have a complete view of their entire financial picture.

Portfolio Management ›

Streamline the entire process from building a portfolio to execution, all within one simple workflow, one platform.

Model Marketplace ›

A single place for advisors to build investment solutions & utilize pre-built solutions from some the industries leading investment managers.

Rebalancing ›

Simplify the day-to-day management of investing and receive alerts when your attention is needed across your entire book of business.

Trading ›

Seamlessly trade securities across multiple custodians using straight-through order processing with a variety of customizations.

Integrations ›

Utilize powerful integrations that help you accomplish tasks quickly so you can get back to doing what you do best, advising your clients.

A Flexible Approach to Technology

Whether the need is for a whole technology platform or a solution to streamline investment management, Oranj aims to minimize the cost and time of on-boarding new technology.

A Comprehensive Solution

With collaborative front-office tools, robust back-office capabilities, and world-class investment options, Oranj supports 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 ›


Real-Time Client Servicing

The client portal offers a secure, single place for clients to see and manage their entire financial picture. For advisors, the portal provides a suite of client engagement features for servicing, managing, and connecting with clients and prospects. Oranj’s front-office capabilities allow advisors 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 ›


Streamlined Back-Office

Advisors can also choose to use Oranj as a free, institutional-grade trading and rebalancing platform. Oranj helps advisors manage back office tasks such portfolio rebalancing, execute straight-through order processing, and customize the platform to support their specific business needs. Explore Back-Office Tools ›

Innovative Investment Solutions, All in One Place

Through partnerships with leading asset managers, the Oranj Marketplace includes strategist models, sub-advised solutions and custom model capabilities to help advisors save time and access best-in-class investment solutions.


What’s Next for Financial Services?

The race to zero came and went in a matter of days…Now Schwab is buying TDA!
Our industry seems to introduce new challenges for financial advisors every single day. So, what’s next? Our CEO David Lyon penned this open letter to share his thoughts on the current state of financial services and to begin a discussion about the future. Now, he wants to hear your opinions. Email him at david@runoranj.com or send him a text at (312) 219-3750

Read David’s Letter Join Oranj for Free

Technology Trends & Oranj Updates

Oranj Announces New Integration with MoneyGuide

We’re thrilled to announce our new integration with MoneyGuide, one of the most powerful financial planning platforms available to advisors today. Learn More ›

'Oranj + Adhesion Wealth Overview' Webinar

See how Oranj + Adhesion Wealth have partnered to bring 500 sub-advised strategies from best-in-breed 3rd party asset managers to Oranj’s Model Marketplace. View Recording ›

Podcast: Less Managing, More Advising

Oranj’s CEO & Founder David Lyon joins Becoming Referable to discuss how a better client experiences leads more referrals and a more efficient business. Listen Here ›