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Win New Business

See how advisers focused on growth can extend their reach and capture the attention of investors.


Video of financial adviser and client communicating digitally with Oranj

Prospect Digitally

Start relationships off on the right foot. With the Investor Portal, prospects have the ability create a profile and outline their financial picture and goals. Use real-time data to gain an in-depth view of their objectives and begin delivering advice to establish a strong relationship.

Identify Risk

Prospects can complete a custom questionnaire to identify their true risk levels that align with their long-term investment objectives. You’ll be able to identify and implement investment strategies that best fit their goals and appetites for risk.

Bring On Board

When a prospect is ready to work with you, they can complete all applicable paperwork digitally using e-signatures, and easily open or their transfer managed accounts online. It’s never been easier to win new business and service clients in modern ways.

Learn How Oranj Fits In Your Practice

Get in touch with us to see Oranj in action and learn how easy it is to modernize your business and get started for free.

How Else Can Oranj Power Your Practice?

Oranj provides a wide array of capabilities to help advisers reduce costs, run an efficient practice, and provide a differentiated level of service to investors. Best of all, Oranj is completely free for advisers and the investors they serve.

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