A single platform to streamline investment management, client service and business development.

  • Unlimited Accounts
  • Portfolio Management
  • Rebalancing & Trading
  • Marketplace
  • Client Portal

Oranj Pro


Upgrade your free Oranj account to unlock additional features and benefits.

  • Everything included in Oranj plus:
  • Unlocked Marketplace
  • Investment Reporting - NEW!
  • Compliance Reporting

Oranj Enterprise

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Consolidate software & investment platforms so advisors can spend less time managing and more time advising.

  • Firms with 25+ advisors
  • Home Office Administration
  • Customized Integrations
  • Compliance Reporting

What Advisors Say About Us

Frequently asked questions

if you cannot find the answer below, please use the contact form or send us an email.

Oranj understands that advisors have a lot of options when it comes to choosing their technology. We have designed our business model to earn your business.  Oranj provides over 50% of our capabilities for free to allow advisors to use in their practice.

Oranj can provide our base platform for free because our asset manager partners pay Oranj a fee to join our Marketplace. Much like the software company Adobe, who provides a suite of software tools for businesses to use for free, Oranj has taken the same approach. Advisors can utilize most of our platform for free without paying Oranj any subscription fees.  If an advisor wants to utilize funds, securities or models that are not from one of our marketplace partners there is an annual subscription fee to upgrade to Oranj Pro.

Oranj has automated much of the on-boarding process.  Aggregating your client accounts from your custodian(s) is the only offline process that is part of on-boarding and can take anywhere from one to three weeks depending on how quickly your custodian(s) respond to your request to aggregate your client accounts into Oranj.

The short answer is no.  Oranj aggregates your clients accounts directly from your custodian.  Oranj will aggregate as much historical data as your custodian(s) provide.  This process is completed as soon as your custodian(s) provide Oranj with a direct feed of your clients accounts.  Depending on response time from your custodian(s) we typically see this process completed in 1-3 weeks.

Advisors can utilize all of Oranj’s capabilities with over 300 ETF’s, 995 mutual funds, 149 strategist models and 458
3rd party managed models.  More ETF’s, mutual funds and models are added every 3 months.

At Oranj, we take protecting your data seriously. This is why all of our partners meet or exceed industry standards for encryption and security protocols. Click here for more details.

Oranj works well with most major custodians that include TD Ameritrade, Charles Schwab, Fidelity, Pershing, Interactive Brokers, among a number of others.