New ‘Playbook Portfolios’ Will Revolutionize How Financial Advisors Do Business
October 29, 2020
Oranj, a software platform that helps financial advisors streamline portfolio management and client service, today announced that Playbook Portfolios will launch in the coming weeks. This new program, the first of its kind in the financial services industry, will provide easy access to portfolios built by independent third-party strategists. Playbook Portfolios, available exclusively on the Oranj platform, will revolutionize investment management for financial advisors. The program creates a bridge between independent strategists and asset managers to deliver diversification, expertise and independence to investing without increasing costs for advisors and their clients.