Anchor Capital, Natixis and Putnam Join Oranj’s Free Model Marketplace


Today, we announced the addition of Anchor Capital, Natixis and Putnam products to the growing selection of funds and models available in Oranj’s model marketplace!

“Customizing client portfolios empowers advisors to add value and showcase their worth to investors,” said David Lyon, founder and CEO of Oranj. “One of the biggest hurdles advisors face when customizing client portfolios is selection, suitability and scalability. With this support of asset manager strategies and an end-to-end wealth management technology platform, it becomes much easier for advisors to treat their clients like individuals instead of just another position in their portfolio management service model.”

In just 18 months, 17 asset managers have joined the Oranj marketplace, bringing the total number of products and models to more than 1,400 — all 100 percent free of overlay fees.

Advisors utilizing the model marketplace also have access to a wide variety of investment products, strategist models and separately managed accounts to create personalized investment solutions. Oranj’s Marketplace Pro — which is available via a flat-fee, annual subscription to advisory firms — provides access to virtually any mutual fund, ETF or stock. This affordable upgrade gives financial advisors the ability to create models and portfolios using products that are 100 percent of the advisor’s choosing and to conduct rebalancing tasks on those strategies.

Read the full press release here.