Integrations

HOW INTEGRATIONS WORK

Integrations

Oranj has partnered with industry leading software providers to provide advisors with added efficiencies and capabilities all within a single platform.


TD Ameritrade


Aggregate client investment accounts.


Charles Schwab


Aggregate client investment accounts (through ByAll Accounts).


Fidelity


Aggregate client investment accounts (through ByAll Accounts).


Pershing


Aggregate client investment accounts (through ByAll Accounts).


Plaid


Aggregate clients/prospects held-away financial accounts.


ByAll Accounts


Aggregate client investment accounts.


Redtail


Create new contacts and sync contact information.


Morningstar


Get up-to-date market pricing and fundamentals.


MoneyGuide Pro


Run a financial plan directly in Oranj.


Flyer


Straight through trade processing.


DocuSign


eSignature capabilities.


Zillow


Aggregate clients property value.

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