Software Simplified
A user-friendly design that simplifies complex data and streamlines back-office tasks so advisors don’t get slowed down just because their software is complicated to use.
Modern Client Service
Easily identify which clients need your attention through being able to monitor their entire financial picture in one place.
Streamlined Management
Updating clients goals, financial profiles and investment accounts is quick and easy whether you hold accounts at one or many custodians.
Core features & an innovative approach towards advisor software
Oranj provides financial advisors with portfolio management, rebalancing & trading, client/prospect management and a client portal to power your practice and elevate client service.
Advisor Dashboard
One place for advisors to connect with prospects to communicate, collaborate and service clients. Advisors also receive insights and analytics into their practice to keep track of items that need their attention.
Client Portal
A modern portal for your clients & prospects to have a full view of their entire financial picture. More than just a portal for clients, advisors can use Oranj to connect with and quickly on-board new clients and spend less time gathering statements & documents.
Portfolio Management
Streamline the entire process from building a portfolio to execution, all within one simple workflow, one platform.
Rebalancing & Trading
Simplify the day-to-day management of investing and receive alerts when your attention is needed across your entire book of business.
Marketplace
A single place for advisors to build investment solutions & utilize pre-built solutions from some of the industry's leading investment managers.
Reporting
Investment reports to enhance your client discussions, not dominate them. Take the complexity out of investment reporting and deliver the details that matter to clients.
Stay on top of
your practice
Receive powerful insights, analytics & notifications to make sure that advisors can provide the service & outcomes clients expect. A single platform that reduces the time needed to spend managing your practice.
Advisor Dashboard
Connect your clients to their entire financial life
No more multiple logins. Clients can login into your firm’s white labeled portal and track their net worth, goals, accounts under your management as well as other accounts at over 10,000+ institutions.
Client PortalManage client needs
as they arise.
Oranj makes it easy for advisors to quickly group accounts that you want to manage together and even switch from one strategy to another with a single click.
Portfolio Management
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