Advisor Dashboard

Advisor Dashboard Tour

One place for advisors to connect with prospects and communicate, collaborate and service clients. Advisors receive insights and analytics into their practice to keep track of items that need their attention.

FIRST BENEFIT

01. Business Development

Invite prospects to create their profile, aggregate accounts and set goals. Stop wasting time asking prospects to gather their financial statements. Give a modern experience that reduces the time spent compiling the information you need to help them achieve better outcomes.

SECOND BENEFIT

02. Client Management

Anticipate your clients needs through real-time insights into their full financial picture and goals.  Eliminate lengthy meetings and increase engagement with your clients using Oranj’s real-time collaboration features.

THIRD BENEFIT

03. Portfolio Management

Investing for your clients is made easy through intuitive workflows and powerful rebalancing & trading capabilities.

FOURTH BENEFIT

04. Insight & Analytics

Track and monitor key areas of your practice to better understand how you are investing your clients, how you are filling your pipeline with prospective new clients and even the wallet share opportunity to grow your business.

One Place To Do Your Most Important Work

Features & benefits that drive your practice

See how easy it is to get started with Oranj

AS FEATURED IN: