The industry’s first free wealth management platform
for financial advisers and their clients.

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A Complete Solution for the Modern Adviser

OranjMAX is an end-to-end, practice-powering solution that gives financial professionals everything they need to provide investors with an interactive and engaging experience.

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Modern Front Office

OranjMAX takes many of Oranj’s revolutionary practice management features to provide advisers with tools for servicing, collaborating, managing, and connecting with clients and prospects.

Diverse Investment Options

We’ve partnered with some of brightest, most innovative firms to offer advisers a wide spectrum of investment options that can be included in current or proposed investment strategies.

Powerful Back Office

We’ve put the best of TradeWarrior’s institutional trading and rebalancing into OranjMAX to give advisers the back office tools they need to implement and manage their clients’ investment strategies.

Partnering to Help Advisers and Investors

We’ve partnered with some of the leading firms in the investment industry to provide OranjMAX at no charge to all advisers – now and forever. These partnerships offer users a diverse group of investments that can fit within any investment strategy.

Get Started with OranjMAX Today

Complete the form below to create your OranjMAX account.

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First Name
Last Name
Firm Name
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Phone
CRD Number
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Fidelity
Interactive Brokers
LPL
Pershing
Schwab
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NFS
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Explore Features

OranjMAX brings you the best capabilities of Oranj and TradeWarrior for a complete, end-to-end digital solution.

Onboarding

Prospects can build their financial landscape, goals, and risk tolerance before they even transfer an account.

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Account Data Aggregation

Gain insights into the financial lives of clients and prospects.

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Dashboard

Connecting advisers to clients & prospects with user-friendly, intuitive and collaborative features.

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Collaboration

Communicate digitally to eliminate lengthy meetings.

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Account Open/Transfer

Open and Transfer accounts using seamless DocuSign integration.

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Investment Marketplace

Access investment models from some of the industry’s leading asset management firms to implement with clients.

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Portfolio Management

Manage your clients asset allocation, cash management and model allocations.

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Rebalancing

Help clients stay on track with powerful portfolio rebalancing features.

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FIX Trading

Quickly and accurately execute trades using FIX trading.

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What Are You Waiting For?

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