Category: Product Updates

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…

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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