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Win New Business with Oranj

Advisers like you are working hard to set themselves apart – they need technology that extends their reach and truly captures the attention of investors.

Watch how Oranj makes it easier than ever for advisers to win new business, service clients in modern ways, and run an efficient practice. Best of all, Oranj is completely free for advisers and the investors they serve.

See other ways Oranj can power your practice.

Get started with Oranj for free today.

The Case for Free Fintech Software

The old saying “you get what you pay for” isn’t always true, especially when it comes to technology applications for the financial services industry. Independent financial advisers shouldn’t automatically dismiss free software as inferior to paid solutions. Continue Reading…

Technology Sector Discussion with Marsico Funds

Brandon Geisler, Portfolio Manager with Marsico Funds, recently visited the Oranj office here in Chicago to discuss his perspective on the technology sector. Watch the video above to hear Brandon and David Lyon, Oranj CEO, as they cover trends within the technology space to keep an eye on, what advisers should be looking out for, and what the market may have in store for us in the future.

2 Minutes on Volatility with ETF Securities

Oranj’s Freedom Tour recently stopped in New York City for a breakfast event that brought asset managers and advisers together to discuss how volatile markets impact the industry.  Our Adam Stolz caught up with Maxwell Gold, Director of Investment Strategy at ETF Securities, to share his perspective on the opportunity of commodities, and what benefits diversification has in today’s market.

A Quick Volatility Discussion with Direxion

On May 8, Oranj’s Freedom Tour stopped by New York City for a breakfast event that brought local advisers and asset managers together to discuss how volatility impacts the industry and the investor mindset.  Oranj’s Adam Stolz caught up with Sylvia Jablonski, Managing Director, Capital Markets – Institutional ETF Strategist at Direxion, to discuss how volatility has impacted earnings season, and insights into the market outlook for the rest of 2018.

Three Ways to Generate Valuable Prospect Leads

Although there has been much media coverage in recent years about the decline of referral marketing as the primary source of growth for financial advisory practices, referrals are critical for ensuring the success of independent advisers’ businesses.

When a client feels their adviser is making a meaningful effort to understand and serve them, they are more likely to recommend their advisor to others. A positive client experience is essential to positive word of mouth.Continue Reading…

Steering Clients Through Market Volatility

One of the most powerful advantages financial advisors has over robo advisory platforms is also the most obvious—being human. “The human touch” is more than just an expression in today’s wealth management industry, especially during periods of severe market volatility, like what we witnessed in early February.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 OranjMAX

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.

Continue Reading…

Start 2018 Right

With year-end reviews underway or soon coming to a close, Oranj recently conducted a webinar to illustrate how Oranj can help you make your practice stronger than ever in and serve clients in brand-new ways in 2018. Adam Stolz, Sales Director, covered:

  • Three ways advisers can use Oranj to unify their practice and provide a differentiating level of service to clients and prospects.
  • An overview of Oranj and all the features and capabilities advisers can leverage to support their business.
  • The free model of financial technology for advisers – free is free – and free doesn’t equal cheap.

You can watch a recording of the webinar here! To learn more about Oranj, visit runoranj.com.

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.
Continue Reading…