Hands on, Real Time Onboarding and Client Support

Ready to get started? From initial login to ongoing, hands-on support to customize your experience, Oranj is here to help!

Each advisor’s practice is unique and our goal is to personalize the onboarding experience by helping you integrate Oranj into your business.

The Oranj Advisor Services team will guide you through our Quickstart program designed to streamline the onboarding process so your business is quickly up and running with Oranj. After a brief needs assessment, your onboarding will be customized to focus on your greatest business needs.

Live Support

A highly trained support team is available to help answer your important Oranj questions and guide you through best practices. Our unmatched level of service and support ensure that you get the most value from your subscription - and it's complimentary.




Launch Chat

When You Are Successful,
We Are Successful!

Our job is to make sure you get the most value out of your investment in the Oranj platform for your business. We're here to help you every step of the way, from implementation, adoption, best practices and beyond.


Our team is available to help you get up and running quickly.

Best Practices

At any point you need suggestions on ways to use Oranj in your practice our team is here for you.


We are here to help educate you on everything that Oranj has to offer.

Feature Requests

If you have ideas, big or small, we want to hear them.

Technical Support

Our team is much more than just service, we will get into the weeds for you so you don’t have to.

Industry Expertise

Our team is made up of seasoned industry professionals.

Meet The Advisor Services Team

Jodi Lombard

Head of Advisor Services

Matt J. Frost

Senior Relationship Manager

Bree Santiago

Client Success Manager

Jennifer Manske

Client Success Manager
Ryan Ohlson

Ryan Ohlson

Technical Support Specialist

See how easy it is to get started with Oranj