What’s Included Completely Free with Oranj?
Monitor activity, portfolio performance, net worth, and more, while clients and prospects have their own portal to manage their finances.
Directly connect managed accounts from multiple custodians and aggregate held-aways for 360° insight.
Step-by-step setup lets clients and prospects build their entire financial profile and set goals in just a few minutes.
Automate custodian specific paperwork and capture e-signatures for opening or transferring investment accounts.
Share documents and eliminate lengthy meetings using Oranj’s unlimited document vault.
Track, monitor, and modify goals clients and prospects have created to help them succeed. Collaborate in real-time with instant messaging.
Adopt strategist or sub-advised models from leading asset managers, or create custom models that suit investors best.
Optimize portfolios at lightning-fast speeds with rebalancing capabilities built on a decade of battle-testing.
Seamlessly trade securities across multiple custodians using straight-through order processing with a variety of customizations.