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.

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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.

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Streamlined Portfolio Management

Easily build a custom investment solution or choose from hundreds of pre-built solutions to easily manage your clients accounts.

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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.

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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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Advisors Love Oranj

“The first thing that jumped out to me about Oranj was the great support. Plus the system is very intuitive and the onboarding experience was much more seamless than I expected.”

Jon Forbes
Petra Financial

“Oranj has been very productive and cost-effective for my firm. I greatly appreciate the team’s consistent willingness to turn my suggestions into product enhancements that power my business.”

Kurt Schuler
Old Mission Trust Co.

“Oranj has been an extremely important asset for me. Their Advisor Services team genuinely wants to see me succeed and they always go above and beyond to make sure I have everything I need.”

Ziad Wehbe
Balfour Capital

“Oranj is by far the most user-friendly portfolio management solution for advisors AND it doesn’t cost an arm and a leg, like many other advisor tech platforms. To me, Oranj is a no brainer.”

Josh Bennett
Vincere Wealth Management

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.

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