Portfolio Management

Portfolio Management Tour

Manage your clients' investment accounts by creating, adjusting and implementing portfolio solutions to stay on top of their changing needs and shifting market conditions.

FIRST BENEFIT

01. Insights & Analytics

Advisors can stay informed to track key metrics on their practice that includes total AUM, held away investment account opportunities and percentage of AUM invested by risk tolerance.

SECOND BENEFIT

02. Monitor

Easily monitor your clients’ investment accounts to be able to identify which clients’ investment accounts need your attention to ensure investment objectives are on track.

THIRD BENEFIT

03. Optimize

Quickly make adjustments to your clients’ investment accounts without having to download files or spending time working in spreadsheets.

FOURTH BENEFIT

04. Implement

After you have finished making adjustments to your clients’ portfolios, Oranj provides fully featured rebalancing capabilities to send trade orders directly to your custodian for execution.

Portfolio Management Made Faster

Stay on top of all of your portfolio management tasks without having to rely on seperate systems.

See how easy it is to get started with Oranj

Check It Out

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