It is a competitive market to attract new advisors and keep the ones you have. Advisors have a lot of options when it comes to what firm they want to join. Partnering with Oranj can demonstrate to your current advisors as well as prospective advisors that you take technology seriously, value innovative solutions and work with the most modern solutions in the market today.
01. Retain & Recruit
02. Consolidate Managers
No longer do you have to login into multiple systems because you have direct relationships with mutual fund providers or 3rd party managers. Oranj provides you with a single platform to access all the investment solutions you need to support your advisors’ practices.
03. Service & Support
Oranj is on the frontlines for you to free your home office employees from taking on tech support roles. Oranj’s Advisor Service Team provides all the service and support your advisors need to help them spend less time managing and more time advising.
Oranj is built on a modern framework to enable a high level of customizations that include 3rd party integrations, investment solutions in the Model Marketplace or compliance reports.
A Single Platform For Your Advisors To Connect, Collaborate and Run Their Practice
Enterprise partnerships provides firms with a single platform that solves many pain points with utilizing technology and investment platforms.
Oranj has made on-boarding advisors as well as prospects and clients fully digital. Advisors can get up and running on Oranj in days not months.
The Oranj Advisor Services Team is on the frontlines working directly with advisors everyday to ensure that they get the most out of the Oranj platform.
The Oranj Advisor Services Team is available for advisors to help them learn how to adopt Oranj best practices and many of the features available through the platform.
Oranj provides your home office with all of the controls needed to administer new advisor credentials and monitor advisors activity across your entire firm.
Roles & Permissions
Oranj makes it easy to control the permissions advisors at your firm may have access to. You can quickly provide or reduce advisors ability to create models, change models, perform a rebalance or approve trades.