How It Works

FIRST STEP

01. Sign Up

Sign up for free and create your Oranj account in minutes to be taken through a guided on-boarding experience. Through this process you will be able to white label Oranj, build investment models, upload contacts and set preferences.

SECOND STEP

02. Aggregate

The Oranj Advisor Service Team will work on your behalf to aggregate all of your client accounts from your custodian(s). All you have to do is sign an authorization form and submit to your custodian(s). Once this is done, Oranj Advisor Services will work with your custodian(s) to ensure your client accounts are aggregated as quickly as possible. This process can happen anywhere from one to three weeks, depending on how quickly the custodian can fulfill the request.

THIRD STEP

03. Customize

Make Oranj your own through building your model portfolios, customizing platform settings and client profiles. Oranj was designed to enable you to be able to highly customize your preferences or use industry standard settings which are preset without any customization needed.

FOURTH STEP

04. Invite

Invite prospects and clients to connect with you on Oranj. All you need is your prospect’s or client’s email address and Oranj will do the rest. Once you invite a prospect or client they are taken through a guided process to build their networth and goals.

FIFTH STEP

05. Manage

From portfolio management to client management, Oranj has the tools and capabilities to help you manage your practice.

One Place To Do Your Most Important Work

Benefits to drive your practice

Connect

Oranj makes it easy to connect with a prospective client. Simply send an email invitation and the prospect is guided through an online process to aggregate their accounts and set goals.

Collaborate

Collaborating with your clients can be done without lengthy in-person meetings. Setting or adjusting goals, sharing and e-signing documents, instant message conversations and much more is made easy, fast and intuitive.

Service

Service is more than answering a phone call or email. Oranj provides advisors the information and real-time data to identify which clients need their attention. Advisors can be notified when a client has aggregated a new account, updated a goal or an account/household needs to be rebalanced.

Manage

Managing both back office and front office can all be handled through Oranj. Contact records provide advisors with everything they need to know about a prospect or client and manage their needs as they arise.

Invest

Investing is simple but still powerful through the Model Marketplace, Oranj’s Rebalancer and straight through processing directly to your custodian(s).