The Blog

Oranj Adds Aberdeen, Calamos, Invesco and Nationwide

We’re excited to announce Aberdeen, Calamos, Invesco and Nationwide has been added to the Oranj platform! Advisors will now have direct access to Aberdeen Standard Investments, Calamos Investments, Invesco, and Nationwide products. The announcement brings an additional 191 products and models to the model marketplace, raising the total number to over 1,300. Continue Reading…

Announcing Oranj’s New Investor Portal

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Oranj is excited to announce a completely redesigned Investor Portal! Now mobile-friendly and easier than ever to use, the new Investor Portal within Oranj can help your clients manage their entire financial lives in brand-new ways – even when they’re on-the-go.Continue Reading…

Oranj CTO Nominated As One of Chicago’s Top Tech Leaders

Oranj CTO, Perry Moutzouros, has been nominated as Best Tech Manager for Tech in Motion Chicago’s 4th Annual Timmy Awards. The award recognizes leaders that promote career growth, ensure a great team culture, inspire innovation, as well as, communicate a clear vision to produce a great product. Moutzouros has extensive experience working with startups as a developer, mentor, and technical advisor. He joined Oranj in 2017 after spending more than 10 years building trading systems for retail and institutional traders. Continue Reading…

Vestmark: Coming Soon to Oranj

We’re excited to announce Vestmark has been added to the Oranj platform! Vestmark Advisory Solutions (VAS) will give Oranj advisors access to the more than 500 third-party strategies available today as models in the Vestmark Manager Marketplace (VMM). VAS also will perform the trading and related services required to implement the models selected by Oranj advisors for their clients, which can include both ETF strategist models and traditional equity strategies.Continue Reading…

Oranj Wins 2018 WealthManagement.com Industry Award!

Oranj has won a WealthManagement.com Industry Award for Account Aggregation Innovation! Oranj, the first free, end-to-end wealth management software, has been recognized by Wealthmanagement.com as a winner of their 2018 Industry Awards. The growing technology firm is recognized for their innovative approach to account aggregation, which layers multiple account aggregators on top of each other to ensure each respective aggregator is assigned the type and/or institution of held-away accounts they work best with, further optimizing the account aggregation process for advisers.

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White Paper: Shifting Economics of Adviser Technology

The financial advice industry has seen seismic shifts over the past decade that have changed the very fabric of what it means to invest. Technology has been, and continues to be, a major driver of change in the industry.

However, all technology is not created equal – and neither are the benefits it can bring to advisers, institutions, and the investors they serve.

Read The Study

Oranj Now Integrates Directly with Redtail

Oranj is excited to share that we’ve completed a powerful new integration with Redtail, a leading provider of client relationship management (CRM) software for financial services firms! With modern connectivity between Oranj and Redtail now established, users of both Oranj and Redtail can leverage improved workflows when connecting with clients and prospects, as well as managing the investment strategies they oversee. In addition, Redtail users can use Oranj for free, helping them to reduce their practices’ software costs by potentially replacing other costly software they’re using to run their businesses.Continue Reading…

Direct Data Connection with TD Ameritrade Now Available in Oranj

Oranj now offers a direct data connection to TD Ameritrade! With this new data connection, advisers using Oranj can quickly and easily connect their Oranj account to TD Ameritrade to bring in all of the client accounts they manage – all at no additional cost.

Until now, Oranj had only been able to import managed accounts from TD Ameritrade through 3rd party account aggregators ByAllAccounts, Quovo, and Yodlee. With this new direct data connection, advisers who custody at TD Ameritrade can go straight to the source, ensuring the most accurate and up-to-date account data flows into their Oranj account.Continue Reading…

PIMCO and WisdomTree Join Asset Managers with Strategies Available on the Oranj Platform

Oranj Expands Selection in its Model Marketplace, Now Offering Advisers Access to 56 Models & 531 Funds

PIMCO and WisdomTree Asset Management have each joined the line-up of best-in-class asset managers who have made their model portfolios and products available on the free Oranj platform, which independent advisers utilize to help clients achieve their long-term financial goals.Continue Reading…

To Succeed in 2018, New Financial Advisers Need to Invest in Technology

The future of financial advisers is bright: The Bureau of Labor Statistics expects demand for advisers to grow at a rapid clip as savvier clients search for the best approaches to money management. Of course, becoming a financial adviser involves a significant investment in yourself through education, licensing, and building relationships. Newly minted advisers need to quickly understand the role technology investment can play in their practices.Continue Reading…