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.
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
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.
Notifications
Advisors are notified when an account has drifted from its target, a new account has not been funded or an account needs to be assigned to a model.
Asset Allocation
Manage portfolio solutions using a mix of stocks, bonds, mutual funds, ETF’s, money market funds or cash.
Householding
Managing all of a client’s accounts together can provide better outcomes by reducing costs, better risk management and optimizing taxes.
Model Management
Easily create, update, and rebalance your models with just a few clicks and implement those changes across all your accounts simultaneously.
Risk Management
Proactively identify potential for losses in client accounts and quickly take the appropriate action (or inaction) given investment objectives and risk tolerance.
AS FEATURED IN:
