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…
Streamline back-office tasks with Oranj’s rebalancing and trading capabilities to free up more time to provide a differentiated, personalized service for investors.
See how it’s easy for advisers using Oranj to custom-tailor investment strategies and service clients in new, modern ways. Click here to learn more about Oranj’s Model Marketplace.
Advisers work hard to set themselves apart – and technology that extends their reach and truly captures the attention of investors. Oranj’s client-facing tools make it easier than ever for advisers to win new business, service clients in modern ways, and run an efficient practice. Learn more about these tools here.
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.
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.
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.
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.
Oranj’s all-in-one software powers every element of an advisory practice while reducing software costs and fees for advisers and investors – making the advice business more profitable.