Client Portal

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Client Portal Tour

A user-friendly dashboard that gives clients and prospects a view of their entire financial life, helping them stay connected and informed.

FIRST BENEFIT

01. On-Boarding

Provide a modern experience that guides clients and prospects through building their full financial picture and goals in just minutes. Eliminate the lengthy process of on-boarding a prospect and make it easy for clients to keep their balance sheet up to date.

SECOND BENEFIT

02. Communication

Clients and prospects can message their advisor using a built in online messaging feature designed to provide easy communication and eliminate lengthy meetings.

THIRD BENEFIT

03. Collaboration

Clients and prospects can work with their advisor online by adjusting goals, assigning percentages of accounts to goals, e-signing documents, sharing documents and much more!

FOURTH BENEFIT

04. Insight & Analytics

Clients no longer have to login into multiple portals to view their entire financial picture and goals. Clients can view all of their accounts, set/track goals, update their risk tolerance, store all of their documents and notify their advisor when they want to transfer an account.

One Place Designed for Clients and Prospects

Clients and prospects can have a complete view of everything they need to stay connected to everything going on in their financial life and goals!

See how easy it is to get started with Oranj

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