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.

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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

Dashboards ›

Monitor activity, portfolio performance, net worth, and more, while clients and prospects have their own portal to manage their finances.

Account Aggregation ›

Directly connect managed accounts from multiple custodians and aggregate held-aways for 360° insight.

Onboarding ›

Step-by-step setup lets clients and prospects build their entire financial profile and set goals in just a few minutes.

Digital Account Opening ›

Automate custodian specific paperwork and capture e-signatures for opening or transferring investment accounts.

Unlimited Document Vault ›

Share documents and eliminate lengthy meetings using Oranj’s unlimited document vault.

Goals ›

Track, monitor, and modify goals clients and prospects have created to help them succeed. Collaborate in real-time with instant messaging.

Model Marketplace ›

Adopt strategist or sub-advised models from leading asset managers, or create custom models that suit investors best.

Rebalancing ›

Optimize portfolios at lightning-fast speeds with rebalancing capabilities built on a decade of battle-testing.

Trading ›

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

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.

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Digital DNA 2.0 white paper on how advisors can maximize trends in advisory technology

Driving Growth with Advisory Technology

Technology has evolved from an advisory business expense into a strategic investment that enables firms and advisers to meet the expectations of current and future clients.

To provide insight and actionable takeaways of how technology investments might affect advisers and the advisory business in the future, we partnered with InvestmentNews Research to analyze the current and future technology investments of advisory firms.

Read The Study See More Resources

Oranj Overview

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 ›