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.