Powerful Rebalancing & Trading

Streamline back-office tasks with Oranj’s rebalancing and trading capabilities to free up more time to provide a differentiated, personalized service for investors.

All Trading & Rebalancing Features


  • Model Marketplace
    • Strategist Models
    • Sub-Advised Models
    • Custom Models
      • Class
      • Security

  • Portfolio Monitoring
    • Current vs Target
    • Cash Management
    • Tax Opportunity Alerts
  • Portfolio Trading Customization
    • Trade Approval Roles
    • Account Restrictions
    • Holding Restrictions
    • Security Equivalencies
    • Accounting Methods
    • Cash Requirements
    • Trade Size and Rounding
    • Transaction Fees and Restrictions
  • Rebalance
    • Current Vs Target
    • Account or Household
    • Invest Cash
    • Raise Cash
    • Tax Implications Summary
  • Trading
    • Directed Trading
    • Trade Blotter
    • Account Trading Summary
    • Wash Sale Restrictions
    • Asset Location Optimization

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