Reporting

Investment Reports

Investment reports should answer questions, not create them. Upgrade to Oranj Pro and easily generate investment reports across your entire practice.

FIRST BENEFIT

01. Client & Advisor Friendly

Whether you run your business at the client or household level, Oranj’s investment report provides a holistic view of your clients’ investment accounts, even across multiple custodians all on one platform. Plus, the report is concise and straightforward, providing the details your clients want to know about their portfolio.

SECOND BENEFIT

02. Ease of Implementation

Removes the complexity from reporting. On one platform, advisors have a streamlined, intuitive tool to generate reports and easily distribute them to clients.

THIRD BENEFIT

03. Cost Efficient

Part of an Oranj Pro subscription, the low monthly fee gives access to each advisor in your firm without additional per seat licenses.

Investment reports to enhance your client discussions, not dominate them

Easily generate client friendly investment reports across your entire practice.

See how easy it is to get started with Oranj

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