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.

Model Marketplace

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

Integrations

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

Advisors Love Oranj

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Whitepaper: The Shifting Economics of Advisor Technology

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