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Exciting Changes Coming To Oranj’s Trading and Rebalancing Platform

2019 marks the integration completion of TradeWarrior’s institutional-grade trading and rebalancing capabilities into the Oranj platform, marking the culmination of more than two years of hard work building the best end-to-end technology platform for financial advisors!

What’s New?

In addition to taking the best of TradeWarrior and building it into Oranj, we’re proud of some of our latest milestones including:

  • Won the 2018 Innovation in Account Aggregation
    Wealthie Award
  • Updated the Advisor Dashboard, and fully redesigned the Investor Portal and 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.

WealthManOranj     RedtailOranjIntegration    H_MoneyGuide (Created)

What Makes Oranj Different?

Oranj simplifies advisor technology without sacrificing sophistication and increasing costs to spend less time managing and more time advising clients.  Our team has combined Oranj’s award-winning front-office capabilities with the best of TradeWarrior’s back-office tools resulting in a modern, end-to-end technology solution to streamline investment management and client service.

  • Powerful Alone, Better Together - Oranj offers end-to-end software for portfolio management, rebalancing, trading, digital onboarding, and a client portal with free account aggregation at its core. They’re powerful alone - but better when used together.

  • The Easiest Way To Run Your Practice - Oranj is designed to be intuitive and easy-to-use by focusing on an interface that simplifies and streamlines complex data and tasks.

  • A Game-Changing Pricing Model - The industry’s first free (or flat-fee) end-to-end solution, Oranj increases your practice scalability and effectiveness while not increasing costs as your business grows. By reducing software costs and fees for advisors and investors, we’re helping make the advice business more profitable.

Many Bright Minds, One Product

At Oranj, we’re hard at work continuing to innovate to create the best end-to-end product available to advisors today. Our team of over 40 Oranj’ers is made up of professionals who have honed their craft within some of the industries biggest companies bringing the needed industry expertise as well as outside of the industry adding an outsider's perspective to help Oranj become the most innovative advisor technology company.

Unmatched Service and Support

Trading and rebalancing platforms are critical pieces of technology in today’s advisory practices. That’s why at Oranj, we’ve been laser-focused on building out our white-glove service and support to advisors, which is paramount to ensure their success. All Oranj users have a service team assigned to them, always at no cost, who are able to use modern support products like SaleMove to service and train in a variety of ways, such as real-time screen sharing so our team can see what you see!


Get Started for Free!

Oranj’s all-in-one software powers every element of an advisory practice while reducing software costs and fees for advisors and investors – making the advice business more profitable. Here’s what advisors get for free with Oranj:

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