While the rest of the world offers free software like YouTube, Adobe, Evernote, Spotify, etc., financial services has resisted. Oranj’s CEO & Founder David Lyon joins The Sara Grillo Podcast to discuss how this model may just be the future of financial adviser software.
We’re excited to announce Aberdeen, Calamos, Invesco and Nationwide has been added to the Oranj platform!Advisers will now have direct access to Aberdeen Standard Investments, Calamos Investments, Invesco, and Nationwide products.
David Lyon, founder and CEO of Oranj, is a former financial adviser turned fintech innovator. His career path also includes a stint in the music industry where he worked in a management role for Live Nation.In this informative video, David talks about the financial services industry – and what we can learn from the music industry.
Today’s investors live on-the-go - that’s why Oranj recently brought our award-winning data aggregation to the redesigned investor portal! Mobile-friendly and easy to use, this portal gives clients the freedom to monitor finances, track goals, and get in touch with their adviser in real-time on their smartphone or tablet.
Oranj CTO, Perry Moutzouros, has been nominated as Best Tech Manager for Tech in Motion Chicago’s 4th Annual Timmy Awards. The award recognizes leaders that promote career growth, ensure a great team culture, inspire innovation, as well as, communicate a clear vision to produce a great product.
We’re excited to announce Vestmark has been added to the Oranj platform! Vestmark Advisory Solutions (VAS) will give Oranj advisors access to the more than 500 third-party strategies available today as models in the Vestmark Manager Marketplace (VMM).
Oranj has won a WealthManagement.com Industry Award for Account Aggregation Innovation! Oranj, the first free, end-to-end wealth management software, has been recognized by Wealthmanagement.com as a winner of their 2018 Industry Awards.
Oranj is excited to share that we’ve completed a powerful new integration with Redtail, a leading provider of client relationship management (CRM) software for financial services firms! With modern connectivity between Oranj and Redtail now established, users of both Oranj and Redtail can leverage improved workflows
Oranj now offers a direct data connection to TD Ameritrade! With this new data connection, advisers using Oranj can quickly and easily connect their Oranj account to TD Ameritrade to bring in all of the client accounts they manage – all at no additional cost.
PIMCO and WisdomTree Asset Management have each joined the line-up of best-in-class asset managers who have made their model portfolios and products available on the free Oranj platform, which independent advisers utilize to help clients achieve their long-term financial goals.