A great 2019 for Oranj

We're On a Mission to Help You Succeed

Financial advisors face new challenges each and every day as our industry continues to change and evolve. We believe technology should solve problems, not cause more of them, and that's why we're on a mission to build the best and most cost-effective end-to-end wealth management platform in the business.

What We Did in 2019:

We're doing things differently in FinTech, and that means turning direct conversations with advisors into platform enhancements and new features on a weekly basis, here's a few of our most notable accomplishments from 2019:

  • Added a fully-dedicated and passionate Client Success team, free for all Oranj advisors
  • Expanded to 19 total asset manager partnerships
  • Updated the Advisor Dashboard and fully redesigned the Investor Portal as well as the Model Marketplace
  • Established a direct data feed with TD Ameritrade
  • Launched two powerful integrations with MoneyGuide and Redtail CRM
  • Enhanced the Oranj Model Marketplace to include more than 1,400 mutual funds, ETFs, strategist models, sub-advised models
  • Fulfilled advisor requests and added new features like:
    • Tax loss harvesting
    • Householding capabilities
    • Real-time email/text notifications and alerts
    • A whole lot more...ask us about them!
  • Recognized by Benzinga as an official Best Wealth Management Software Listmaker at the 2019 Global FinTech Awards in New York City
    • plus received award nominations from Wealthmanagement.com and T3


Oranj - a 2019 Wealthmanagement.com Industry Awards Finalist

What We'll Do in 2020:

  • Continue listening to you:  Oranj is known for turning advisor feedback into platform enhancements and new features at a faster and more efficient rate than any FinTech firm in the industry
  • Provide even more investment solutions:  Be on the lookout for an updated Model Marketplace and new strategic partnerships and programs that provide Oranj advisors access to more diversification and time-saving, strategic investment solutions than ever before
  • Real and practical advisor insights:  Through coverage of financial news, insights into client perspectives, and success stories from leading entrepreneurs & non-profit organizations, the soon-to-launch Oranj podcast is intended specifically for financial advisors like you
  • And a whole lot more...stay tuned!
Oranj dashboard
The Oranj team keeps growing!

A Nimble FinTech Firm

Oranj is a team of 46 software engineers, product designers and financial services professionals who are passionate about seeing independent advisors succeed in this industry. Our CEO David Lyon was once an advisor himself, and he founded Oranj with the belief that FinTech firms should allow the advisors they serve to play a role in the software development process. That's why our appropriately sized and agile team takes pride in turning direct advisor feedback into platform enhancements and new features every single week.

Financial services is an industry built on relationships. At the end of the day, your clients choose you because you are passionate about helping them succeed. We think advisors should choose their FinTech providers based on that same principal and our passionate team is proud to be building the best, most cost-effective software available for advisors like you. Thanks for your support.

Unmatched Service and Support

A lot of FinTech firms build great software. Very few of them support that software with free access to knowledgeable human beings who are passionate about helping you succeed!

At Oranj, we believe technology should solve problems for advisors, not cause more of them. That's why our fully dedicated Client Success team works with advisors like you everyday to ensure easy and efficient adoption of our free platform.

The best part is, we don't do handoffs. Once you sign up for Oranj, your Client Success representative will stick with you as long as your account is active.

We serve our advisors beyond the on-boarding phase and consistently welcome feedback as we continue on our mission to build the ideal end-to-end wealth management software for independent financial advisors and their clients.

To learn more or contact a member of the Oranj Client Success team today, visit: https://info.runoranj.com/support

The Oranj Client Success Team

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