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.
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.
01. Business Development
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.
03. Portfolio Management
Investing for your clients is made easy through intuitive workflows and powerful rebalancing & trading capabilities.
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
Invite prospective clients to build their profile that includes aggregating investment, bank, credit card, loan and real estate accounts as well as setting goals. Prospects can get a digital experience of what it is like to work with you and you can reduce the time it takes to gather all the information you need to identify areas of opportunity.
Through a contact record, advisors can view everything a client or prospect sees through their portal. Provides advisors real-time insights and the ability to update goals, net worth, take notes and message contacts online.
Advisors can manage all of their clients accounts across multiple custodians to invest or raise cash, trade holdings without fully rebalancing and switching model portfolios in just a couple of clicks.
Advisors can monitor clients' managed investment accounts and everything that makes up all of their complete net worth/balance sheet to proactively service clients.
Create customized investment solutions or utilize a pre-built solution from the Model Marketplace.
Simplify trading through an easy to use interface without sacrificing capabilities like order types, tax loss harvesting, equivalencies, asset location optimization and more!