Oranj On-The-Go: The New Mobile Investor Portal

Now mobile-friendly and easier than ever to use, the new Investor Portal within Oranj can help your clients manage their entire financial lives in brand-new ways – even when they’re on-the-go. Sign-up below to activate your free account and get started.


What’s Included Completely Free with Oranj?

Oranj’s all-in-one software powers every element of an advisory practice while reducing software costs and fees for advisers and investors – making the advice business more profitable. Here’s what advisers get for free with Oranj:

Dashboards ›

Monitor activity, portfolio performance, net worth, and more, while clients and prospects have their own portal to manage their finances.

Account Aggregation ›

Directly connect managed accounts from multiple custodians and aggregate held-aways for 360° insight.

Onboarding ›

Step-by-step setup lets clients and prospects build their entire financial profile and set goals in just a few minutes.

Digital Account Opening ›

Automate custodian specific paperwork and capture e-signatures for opening or transferring investment accounts.

Unlimited Document Vault ›

Share documents and eliminate lengthy meetings using Oranj’s unlimited document vault.

Goals ›

Track, monitor, and modify goals clients and prospects have created to help them succeed. Collaborate in real-time with instant messaging.

Model Marketplace ›

Adopt strategist or sub-advised models from leading asset managers, or create custom models that suit investors best.

Rebalancing ›

Optimize portfolios at lightning-fast speeds with rebalancing capabilities built on a decade of battle-testing.

Trading ›

Seamlessly trade securities across multiple custodians using straight-through order processing with a variety of customizations.

Learn How Oranj Best Fits Your Practice

Schedule time with one of our experts to see Oranj’s powerful features in action.

Schedule A Demo