No matter where you sit, technology is a major part of our lives, both personal and professional. The decisions about what we use and how we use it varies widely, but more and more financial advisors recognize how critical it is to their business. Making choices about what platforms to use and which solutions to purchase however can be daunting.
As announced at the end of 2018, we partnered with Adhesion Wealth to provide Oranj users access to nearly 500 sub-advised strategies from a variety of best-in-breed 3rd party asset managers. Today, these strategies are available to be accessed by financial advisors through Oranj's Model Marketplace!
In this interview with marketing experts Stephen Wershing and Julie Littlechild, Oranj CEO and founder David Lyon talks about why it’s critical for financial advisors to look outside the financial services industry and at companies like Amazon
Adam Stolz, VP of Sales at Oranj, and Robert McCarthy, Account Manager at MoneyGuide, provided an overview of Oranj and MoneyGuide's new integration and a comprehensive introduction of Oranj and MoneyGuide.
Last week, I was a podcast guest on Becoming Referable, where I chatted with Steve Wershing & Julie Littlechild about how a better client experiences leads to happier clients, more referrals, and a more efficient business for advisors. Follow the link below to listen to our conversation: