Reshaping the Client/Adviser

Wealth management software that streamlines client management & business development.

It's about helping people achieve their goals

Spend more time doing what you do best: advising your clients.

Modern Experience

Clients have access to their entire financial lives anytime, anywhere and can pivot their goals as life events unfold.

360° Service

Gain complete insight into the entire financial picture and address areas of opportunity to serve your clients as their needs arise.

Streamlined On-Boarding

Maximize your time and provide the same level of service no matter their account size.

Bridge the Gap Between Technology and Personalized Service

Advisers are directing resources more effectively to identify areas of opportunity and service the needs of their clients. Clients are able to have a deep personal relationship with a modern and convenient experience. Prospective clients are able to quickly and easily assess the value that a financial adviser can provide. And this is just the beginning.

Adviser-Driven, Technology Assisted

The single greatest way to help people accomplish their personal and financial goals
is by working with a financial adviser, not replacing them.

Everything you need to provide existing & prospective clients an interactive, engaging experience.

Deliver the high touch/high tech experience investors expect today. Clients & prospects can aggregate their accounts, set goals, communicate & collaborate on their own terms.

Watch the Oranj demo video. It will only take a minute ›

100%   Built for   
32M+ Client

Service clients through real-time views of financial health, shifting goals and live user activity.

Communicate with clients & prospects whenever, wherever they choose. Connect and collaborate using real-time messaging that goes beyond email. Use real-time insights to help identify which clients need your attention, helping you prioritize your time.

IRA($)    BRKG($)

Grow your business by demonstrating value & building trust.

Connect and engage from the earliest phase of working with a prospective client. Prospects use Oranj as an opportunity to experience the service and expertise that you provide. Gain complete insight into their entire financial picture and identify the areas of opportunity you can help with.

Watch the Oranj demo video. It will only take a minute ›

Explore Features

Oranj is more than just a product, it’s a way of thinking.

Oranj Dashboards connect advisers to clients & prospects with user-friendly, intuitive and collaborative features.

The Adviser Dashboard is designed specially for professionals to deliver personalized advice in a digital environment. With Oranj, advisers are uncovering new ways to service clients, connect with prospects and utilize rich data to run better businesses.

The Client Dashboard engages clients and prospects to have a deep personal relationship with a modern and convenient experience. They can quickly access the information they need to stay connected to everything going on in their financial life, accessing your service and expertise whenever, wherever.

Account aggregation provides real-time insights into clients and prospects financial life as markets move, including portfolio asset allocation, net worth, and cash flow analysis.

Oranj aggregates all managed and held away accounts including investments, bank accounts, credit cards, loans, property value, and insurance.

Managed Accounts

Oranj connects your managed accounts from over 200 different custodians, direct fund companies and fixed product providers.

Held-Away Accounts

Your clients and prospects can aggregate their financial accounts from over 20,000+ institutions.


Simply by adding a client or prospect's home address Oranj will aggregate their property value through our integration with Zillow.

Onboard Seamlessly, Allowing Clients to be Set up in Minutes.

Prospects provide their financial details, goals, and risk tolerance before they even transfer an account. You have all the information you need to assess their situation.

Using their dashboard, a client/prospect can quickly get matched to a customized portfolio and complete the account transfer to the custodian of your choice.

Quickly set up and track goals to help you understand what is most important.

Set & Adjust Goals

Clients & prospects set and create goals, track their progress and most importantly collaborate with you to make adjustments as needed.

Track Goals

Track progress to goals on an aggregate as well as individual goal level.

Real-Time Updates

Advisers receive real-time updates of your clients and prospects goals as they change instantly through the advisor dashboard.

Eliminate lengthy meetings

Rather than needing to physically meet, you can use Oranj’s real-time collaboration features to give each client what they need, when they need it. Clients are able to adjust their goals, messaging and vault provides real-time communication.

Service clients as their needs arise

Oranj’s live feed lets you know right away when someone needs your attention. Any life, account or goal changes are provided to you as they happen in real-time.

A Plan Without Limits

Oranj includes everything you need to deliver an amazing client experience from start to finish. Your white labeled dashboard allows you create and manage an unlimited number of clients & prospects without any additional fees.


Need more than 50 seats?

Contact Us

for a custom plan


For licensing across an entire firm with 50+ advisers.

Enterprise partnerships can include custom integrations and features specifically tailored for your firm.


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What people are saying

Find out why people love Oranj

“Beyond the standard CRM, portfolio management, and financial planning solutions, progressive advisory firms likely use tools that don’t integrate with one another. Oranj helps advisers consolidate such tools into one integrated, easy-to-manage, and affordable platform.”

Bill WinterbergFP Pad

Whether you want to strengthen your relationship with existing clients, attract new prospects, engage better with Gen X or Gen Y, or compete effectively with robo advisers, Oranj offers a tool set that may help. A fresh, digitally savvy approach to client communication and retention.

Joel BruckensteinTechnology Tools for Today

More than account aggregation or reporting, Oranj allows advisers to see when clients make changes in their assumptions, like retirement age, and makes it easy to contact the client sooner than annual meeting. A more collaborative way to work together.

Paul SullivanNY Times

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