Category: Videos

Video: Oranj’s Mobile 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…

Video: Supercharge your Back Office

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Streamline back-office tasks with Oranj’s rebalancing and trading capabilities to free up more time to provide a differentiated, personalized service for investors.

Video: Bring Strategies to Life

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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.

Video: Growing Your Business

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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.

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.

Watch: What’s Oranj and How’s It Free?

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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.