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Fintech Integration Marketplace / Wealth Management / Portfolio Management

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Oranj

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.

Website

https://runoranj.com/

Contacts

info@runoranj.com

https://www.facebook.com/WeAreOranj

https://www.linkedin.com/company/oranj

https://twitter.com/runoranjdotcom

Oranj
  • Advisor Dashboard – One place for advisors to connect with prospects and communicate, collaborate and service clients.
  • Client Portal – A user-friendly dashboard that gives clients and prospects a view of their entire financial life, helping them stay connected and informed.
  • Portfolio Management – Manage your clients’ investment accounts by creating, adjusting and implementing portfolio solutions to stay on top of their changing needs and shifting market conditions.
  • Rebalancing & Trading – Simplify the day-to-day management of investing and receive alerts when your attention is needed across your entire book of business.
  • Model Marketplace – Leverage a single platform to select from third-party-created investment models, but retain control and discretion to implement the trades without having to increase the cost of investing.
  • Enterprise – Leverage a single platform to provide your advisors the ability to streamline investment management and client service.
Oranj

Companies that integrate with Oranj

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Portfolio Management #Risk Management #Investment Research #Portfolio Reporting #Retirement Planning #Tax Planning
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM

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