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.

“The first thing that jumped out to me about Oranj was the great support. Plus the system is very intuitive and the onboarding experience was much more seamless than I expected.”

Jon Forbes
Petra Financial

“Oranj has been very productive and cost-effective for my firm. I greatly appreciate the team’s consistent willingness to turn my suggestions into product enhancements that power my business.”

Kurt Schuler
Old Mission Trust Co.

“Oranj has been an extremely important asset for me. Their Advisor Services team genuinely wants to see me succeed and they always go above and beyond to make sure I have everything I need.”

Ziad Wehbe
Balfour Capital

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.

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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.

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Portfolio Management

Streamline the entire process from building a portfolio to execution, all within one simple workflow, one platform.

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Rebalancing & Trading

Simplify the day-to-day management of investing and receive alerts when your attention is needed across your entire book of business.

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Marketplace

A single place for advisors to build investment solutions & utilize pre-built solutions from some of the industry's leading investment managers.

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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.

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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 Portal

Manage 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
Advisor DashboardAdvisor DashboardLearn More about
Client PortalClient PortalLearn More about

See how easy it is to get started with Oranj

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