Activate Your Free Oranj Account

This powerful new integration pairs Oranj's award-winning aggregation with the robust financial planning tools in MoneyGuide to create a holistic digital advice experience. Advisors can use Oranj’s free digital tools including a client portal, account opening, institutional-grade trading and rebalancing.  Sign up below to instantly activate your Oranj account and get started.

What’s Included Completely Free with Oranj?  


Dashboards ›

Monitor activity, portfolio performance, net worth, and more, while clients and prospects have their own portal to manage their finances.

Account Aggregation ›

Directly connect managed accounts from multiple custodians and aggregate held-aways for 360° insight.

Onboarding ›

Step-by-step setup lets clients and prospects build their entire financial profile and set goals in just a few minutes.

Digital Account Opening ›

Automate custodian specific paperwork and capture e-signatures for opening or transferring investment accounts.

Unlimited Document Vault ›

Share documents and eliminate lengthy meetings using Oranj’s unlimited document vault.

Goals ›

Track, monitor, and modify goals clients and prospects have created to help them succeed. Collaborate in real-time with instant messaging.

Model Marketplace ›

Adopt strategist or sub-advised models from leading asset managers, or create custom models that suit investors best.

Rebalancing ›

Optimize portfolios at lightning-fast speeds with rebalancing capabilities built on a decade of battle-testing.

Trading ›

Seamlessly trade securities across multiple custodians using straight-through order processing with a variety of customizations.

Learn How Oranj Best Fits Your Practice

Schedule time with one of our experts to see Oranj’s powerful features in action.

Schedule A Demo