Author: oranjwebsite

Oranj Expands Suite of Diverse Investment Solutions for Advisers

First Ascent, Marsico Capital Management, OppenheimerFunds, and SpiderRock Join Prominent Asset Managers Hosting Strategies on Oranj

Oranj continues to diversify its selection of investment solutions from best-in-class asset managers which independent financial advisers can cost-effectively and seamlessly utilize for their clients. Four additional asset managers — First Ascent Asset Management, Marsico Capital Management, OppenheimerFunds, and SpiderRock Advisors—now host model portfolios and funds on the Oranj.

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White Paper: Shifting Economics of Adviser Technology

Financial technology has been slow to adopt the free software model that drives much of the digital world. Utilities that you use every day – email, document clouds, social networks – are completely free. Why should the digital tools required to run your practice be any different?

We’ve dug deep into these shifting economics and uncovered how advisers can reduce their overhead to pull ahead of the pack.

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3 Tips to Help Advisers Engage Better with Prospects

Just as independent financial advisers need to provide clients with the personalized experience they want in order to keep their business, advisers have to engage with prospects on the latter’s terms in order to convert them to clients. Understandably, advisers want to put their best foot forward during discussions with prospects, but not all prospects want to peruse the same materials, nor do all prospects possess the same understanding of the nuances of financial advice and planning.
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The Hidden Cost of Portfolio Rebalancing

As many advisers know, portfolio rebalancing and optimization has many benefits for their clients. Investors’ portfolios can stay on track, reallocated due to changes in goals or risk tolerance, and even save money through tax efficient investment decisions.
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Three New Year’s Resolutions for Independent Advisers

Ask yourself how well you and your team managed relationships with clients over the past year, and whether or not you achieved your business goals.

It’s that time again. Financial advisers are busy reflecting on the year that’s nearly passed, and planning for the one ahead.

While it’s important to review client accounts and financial plans at year-end, advisers should also consider the performance and operation of their business during 2017, and how they can improve in the new year. Ask yourself how well you and your team managed relationships with clients over the past year, and whether or not you achieved your business goals.Continue Reading…

Video: Getting Started with Oranj

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Powerful account aggregation allows advisers to easily connect to their custodians of choice and bring in all their managed accounts. Investors can link their held-away, personal financial accounts from over 15,000 institutions to build their complete financial picture.

Video: Client-Facing Tools

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Identify tasks that need attention and view real-time investment and portfolio performance, interactive net worth charts, investment history, and much more. Oranj’s activity feed lets advisers monitor activity in real-time, including when an account or goal is updated.

Video: Building Strategies & Portfolios

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Oranj’s Model Marketplace provides one single place for advisers to utilize different investment solutions to meet the needs of their clients. Whether they need to create a customized solution to meet a specific client need or want to leverage the research of one of our industry leading asset managers Oranj has it covered.

Video: Trading & Rebalancing

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Portfolios and strategies drift over time – that’s a fact. With Oranj’s trading & rebalancing capabilities, advisers can automate portfolio management monitoring in real-time, and adjust portfolio allocations to ensure they’re staying on track.

What’s the Key to Running Your Practice Better? Understanding What Your Clients Want.

 

We live in a world where you no longer have to buy a newspaper or magazine—you can program mobile apps to curate news content to align with your personal areas of interest, enabling you to only receive articles about sports, specific aspects of the financial markets, and anything else you want to read, without having to skim through lots of irrelevant stories.Continue Reading…