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Oranj’s single platform streamlines portfolio management and client service for advisors. Our mission is to simplify advisor technology without sacrificing sophistication or increasing costs, helping them spend less time managing and more time advising clients. The core benefits include:
  • Simple Yet Sophisticated: An easy-to-use platform to quickly manage the most complex tasks.
  • Modern Client Service: From digital client on-boarding to real-time collaboration, provides capabilities to deliver the experience today’s clients expect.
  • Streamlined Portfolio Management: Manage client accounts with custom or pre-built solutions. The custodian-agnostic platform is intuitive, easy to use and also manages complex rebalancing functions —householding, equivalents, tax optimization, and more.
  • Free to Low Cost: The free platform includes a fully featured rebalancer, an advisor dashboard, model marketplace, client portal with account aggregation, and unlimited clients, prospects and accounts. Advisors can upgrade for $4,740, unlocking the Marketplace to access all funds and securities.

David Lyon

CEO

Award Category
Technology Providers: Model Marketplaces
Initiative
Strategic Partnering to Streamline Portfolio Management
The Oranj Model Marketplace (Marketplace) is a single place for advisors to streamline portfolio management with custom model capabilities and access to pre-constructed models. To ensure the Marketplace provides free access to an extensive and diversified selection of investment solutions, Oranj focused on adding strategic partnerships with industry leading asset managers, strategists and sub-advisors. Adding more partner products to the Marketplace gives advisors a diversified toolkit of asset classes, risk profiles, target allocations, tax profiles, and passive/active products and strategies. Additionally, to help advisors better leverage the expertise and services of sub-advised models, streamlined workflows were introduced.
Resources
VIDEO
Oranj Advisor Software
A single platform to streamline portfolio management & client service without raising costs.
WEBSITE
The Great 2020 Reset
Gain more client engagement time with the right digital tools & streamlining investment management.
WHITE PAPER
Leveraging the Current Economics of Advisor Technology
Read how Oranj revolutionized advisor technology with a free software model.

About the Initiative

Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.

GIS aims to transform and enhance current retirement income solutions, to:

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