May 12, 2020
The Value of Fintech Platforms
The Value of Fintech Platforms Oranj CEO David Lyon joined WisdomTree’s Jeremy Schwartz and Ryan Krystopowicz and Wharton Professor Jeremy Siegel on a “Behind the Markets” podcast to discuss how advisors are reacting to market volatility and ways they can tap into technology solutions and information to[…]
November 15, 2019
MutualFunds.com Q&A with David Lyon
MutualFunds.com Q&A with David Lyon As a following to its coverage of Schwab IMPACT 2019, MutualFunds.com interviewed David Lyon, CEO of Oranj, about the firm’s platform and its mission to help advisors. In a Q&A format, David talks about the origins of the firm and shares insights[…]
May 31, 2019
Advisory Firms Must Adopt and Promote User-Friendly Digital Interfaces Now
Advisory Firms Must Adopt and Promote User-Friendly Digital Interfaces Now No matter where you sit, technology is a major part of our lives, both personal and professional. The decisions about what we use and how we use it varies widely, but more and more financial advisors recognize[…]
April 17, 2019
3 Ways to Improve Advisor Technology
3 Ways to Improve Advisor Technology While technology helps with practice efficiency and profitability, advisors acknowledge that clients are the prime beneficiaries of technology improvements. Advisers at the forefront of technology investment — known as tech accelerators — cite “improved outcome for clients” as their top consideration. They[…]