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.

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

See how easy it is to get started with Oranj