PIMCO and WisdomTree Join Asset Managers with Strategies Available on the Oranj Platform

PIMCO and WisdomTree Asset Management have each joined the line-up of best-in-class asset managers who have made their model portfolios and products available on the free Oranj platform, which independent advisors utilize to help clients achieve their long-term financial goals.

Oranj is the first free, end-to-end wealth management software providing advisors with access to a powerful solution that can help reduce some product and technology fees—helping advisors adopt new technology without raising their cost of doing business, and in some cases, making investing less expensive for investors.

The Oranj platform now offers access to products and strategies from investment managers overseeing more than $8.2 Trillion in total assets. Independent advisors relying on Oranj can choose from 56 models, and build custom portfolios using 316 mutual funds and 215 ETFs provided by Oranj’s asset manager partners. Advisors can take advantage of Oranj’s model marketplace by:

  • Leveraging overlay free strategist models hosted on the platform.
  • Creating custom models using mutual funds and ETFs that are hosted by managers on the platform.
  • Outsourcing portfolio management to First Ascent Asset Management,  a sub-advisor that hosts model portfolios on the Oranj platform.

“Some of the best minds in the asset management industry are represented in the diverse and multi-purpose marketplace we have built on our platform,” said David Lyon, CEO and Founder of Oranj. “We are proud to offer a solution where advisors can pick and choose from a variety of models and funds, run by proven strategists, which can benefit their clients—and seamlessly manage any models they create—without incurring extra layers of fees that make investing more expensive.”   

“Several WisdomTree and PIMCO products have been core positions for our firm for many years,” said Brent Romenesko of Tempo Investment Advisors, a financial services firm utilizing Oranj. “Their addition to the Oranj platform is a terrific enhancement to the current lineup, and allows us to continue to deliver great results for our clients.”

In addition to offering direct access to model portfolios and funds from top investment managers, the Oranj platform provides client-facing engagement and account aggregation tools; institutional-grade trading and rebalancing capabilities; and powerful portfolio management tools to incorporate strategies into client portfolios. Delivering all of these benefits on a single platform can remove multiple layers of fees, which advisors are often forced to pass on to investors.

Other asset managers hosting model portfolios and funds on the Oranj platform include BlackRock, Direxion, ETF Securities, Frost Investment Advisors, Marsico Funds, OppenheimerFunds, and SpiderRock Advisors.