Oranj Blog


Maximizing Technology- What You Need to Know

The 93/25 divide:

  • 93 percent of individuals indicate they are engaged with social media at least weekly
  • only 25 percent of advisors say they interact with their clients via social media

Whether it's closing the digital divide with your clients via social media or assessing the flexibility of your tech stack, now is the time to reassess and plan for the headwinds of changing consumer demands and the increased cost of doing business. 

In his recent article published in Investments & Wealth Monitor, Oranj founder and CEO David Lyon provides three tips on navigating this complicated landscape.

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Topics: Embracing New Technology, Advisor Resources

Oranj Unifies Trading and Rebalancing Technology Under Single Platform and Brand

We've taken the next step in our quest to simplify advisor technology - helping advisors spend less time managing and more time advising clients. Today we announced that the TradeWarrior trading and rebalancing technology and brand are now fully integrated with the Oranj platform at no additional cost.  

“Building and expanding upon TradeWarrior’s capabilities and incorporating them into the Oranj platform is the completion of a two-year plan that began with the acquisition,” said David Lyon, founder and CEO, Oranj. “Rebalancing is an important and powerful tool for advisors and often times it can be an expensive luxury some advisors don’t deem necessary. Advisors no longer have to choose between cost and convenience.”

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Topics: Press Release, Product Updates

Advisory Firms Must Adopt and Promote User-Friendly Digital Interfaces Now

Posted by David Lyon on May 31, 2019 11:41:43 AM

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.

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Topics: Embracing New Technology, Thought Leadership

Webinar | Oranj + Adhesion Wealth Overview

Posted by Oranj on May 23, 2019 1:00:00 PM

Adhesion Wealth + Oranj have partnered together to provide users access to nearly 500 sub-advised strategies from a variety of best-in-breed 3rd party asset managers on Oranj's Model Marketplace!

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Topics: Partner Updates, Webinars

Sub-Advised Strategies Through Adhesion Wealth Now Available on Oranj

Posted by Oranj on May 14, 2019 7:53:05 AM

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!

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Topics: Press Release, Partner Updates

Oranj Speaks at Advisor Thought Leader Summit

Posted by Oranj on Apr 18, 2019 2:40:42 PM

Oranj was a proud participant in the first-ever Advisor Thought Leader Summit! Lauri Hofherr, our Head of Product, had the opportunity to share her thoughts with the other thought leaders attending.  

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Topics: Press Release

3 Way to Improve Advisor Technology

Posted by Oranj on Apr 17, 2019 1:33:28 PM

While technology helps with practice efficiency and profitability, advisors acknowledge that clients are the prime beneficiaries of technology improvements. 

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Topics: Embracing New Technology, Thought Leadership

Anchor Capital, Natixis and Putnam Join Oranj's Free Model Marketplace

Posted by Oranj on Apr 3, 2019 10:29:00 AM

Today, we announced the addition of Anchor Capital, Natixis and Putnam products to the growing selection of funds and models available in Oranj's model marketplace!

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Topics: Press Release, Partner Updates

Why It's Critical for Advisors to Look Outside Our Industry to Better Their Model

Posted by Oranj on Apr 1, 2019 9:54:19 AM
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
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Topics: Embracing New Technology, Advisor Resources, Podcasts

Webinar | Oranj + MoneyGuide Integration

Posted by Oranj on Mar 27, 2019 5:45:00 AM

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.

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Topics: Webinars, Integrations