Practice-Powering Features

Dashboards

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 advisors monitor activity in real-time, including when an account or goal is updated.

Account Open & Transfer

Powerful DocuSign integration automates custodian specific paperwork, and captures electronic signatures for opening or transferring investment accounts. Risk tolerance questionnaires for investors lets their advisor know which portfolio options are right for them.

Model Marketplace

Oranj’s Model Marketplace provides one single place for advisors 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.

Strategist Models – Utilize investment portfolios using pre-constructed models from leading asset managers that best match client goals and risk tolerance. Compare holdings, research performance details, and easily add to the firm’s collection.

Custom Models – Build custom models at the security and class level using a wide array of available fund options from our asset partners. Examine detailed historical return and assign weightings that best fit investors.

Sub-Advised Models – Sub-advised models allow advisors to easily engage with one of our sub-advisors to help free up time to focus on maintaining client relationships and find new clients. Sub-advisors in Oranj’s Investment Marketplace take all of the investment management duties off of your plate.

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Rapid Rebalancing

Developed with over ten years of innovative research and client feedback, intuitive rebalancing features help advisors optimize investment portfolios. Customizations include drift tolerance, do-not-sell, account cash minimums, tax loss harvesting, and more.

Precise Trading

Seamlessly trade securities across multiple custodians using straight-through order processing. Customize trade settings including cash, directed trading, equivalencies, asset location optimization, and more before you review investment accounts.