Spend less time managing & more time advising your clients
Software designed to make complex tasks easy without losing the sophistication you need to deliver better outcomes and a world-class experience for your clients.
Advisor Dashboard
One place for advisors to connect with prospects and communicate, collaborate and service clients.
Client Portal
A modern portal for your clients and prospects to have a full view of their entire financial picture.
Portfolio Management
Streamline the entire process from building a portfolio to implementation, all within one simple workflow, one platform.
Rebalancing & Trading
Simplify the day-to-day management of investing and receive alerts when your attention is needed across your entire book of business.
Marketplace
A single place for advisors to build investment solutions and utilize pre-built solutions from some of the industries leading investment managers.
Reporting- NEW!
Straightforward, easy to produce and explain investment account reports that deliver the details that matter clients.
OUR UNIQUE BENEFITS
One Platform, Many Benefits
Software designed to make complex tasks easy without loosing the sophistication you need to deliver better outcomes and a world-class experience for your clients.
Simple Yet Sophisticated
An easy-to-use platform that helps you quickly manage the most complex tasks without the hassle.
Streamlined Portfolio Management
Easily build a custom investment solution or choose from hundreds of pre-built solutions to easily manage your clients accounts.
Modern Client Experience
From digital client on-boarding to real-time client collaboration, Oranj provides advisors with the capabilities to deliver the experience that today’s clients expect.
Free to Low Cost
The free base platform provides advisors with the software needed to manage clients, connect with prospects and streamline investing without five-figure subscription fees or multi-year contracts.
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The Oranj Marketplace Quarterly Report
Oranj and YCharts partnered to bring advisors the Oranj Marketplace Quarterly Report for a quick and easy way to fast track portfolio allocation decisions.
Through a custom scoring methodology, YCharts built the report to offer a succinct comparison of funds/securities available in the Oranj Marketplace to other leading industry funds/securities.
AS FEATURED IN:
