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.
01. Client & Advisor Friendly
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.
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.
The report is customizable to your business. The cover sheet displays your firm’s logo for a full white-labeled client experience and you can select the reporting time period that works best for your clients.
Each report includes a list of household accounts & portfolios, balance history, asset allocation and balance change over the selected timeframe. At select custodians, the reports can include: time-weighted rate of return for each household account/ portfolio, net contributions for each managed account, and client advisory fees.
Simply select a client(s) or household(s) across your entire book of business, identify the time frame and in the click of a button generate investment reports that you can then preview and share with your clients. The document share will trigger a client notification that the report is available in their vault.
Select from the last available quarter, 12-month-trailing, YTD or all data based upon date of first aggregation with Oranj.