November 12, 2018
Introducing an On-The-Go Advice Experience
Today’s investors live on-the-go – that’s why Oranj recently brought our award-winning data aggregation to the redesigned investor portal! Mobile-friendly and easy to use, this portal gives clients the freedom to monitor finances, track goals, and get in touch with their advisor in real-time on their smartphone or tablet.
This brief overview video covers this new intuitive interface, which helps investors:
- Track and monitor all their finances, all in one place.
- Link all their personal accounts.
- Set and manage their investing goals.
- Communicate with their advisor in real-time.
- Upload and store documents that are relevant to their work with their advisor.