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Oranj is focused on creating the world’s best digital experience for enabling financial advisors to help clients effectively manage their financial lives and personal goals, and empowering investors to make smart financial decisions, connect with financial professionals, and pursue better investing outcomes. To achieve this, Oranj builds software for servicing, collaborating, managing, and connecting, which utilizes user-friendly applications for a fully interactive human-driven, technology-assisted experience.
The Oranj platform offers a secure document vault, client collaboration tools, aggregated data from more than 25,000 institutions, online account opening/transfer capabilities, real-time activity notifications, extensive data analytics, and an archive of adviser/client communication going back to the prospect stage. Oranj also offers access to institutional-grade trading and rebalancing solutions from TradeWarrior Software, Inc., in which Oranj acquired a majority stake in April 2017.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.