Oranj Blog


Oranj Introduces Client Success Team to Support Customized Onboarding for Financial Advisors

Posted by Oranj on Oct 3, 2019 10:50:19 AM

As advisors sign up for Oranj's free software, they now have the option to leverage free customized, hands-on support.  The Oranj Client Success team is on point to help advisors get quickly and efficiently setup on the Oranj platform and maximize their use of the software. Following the advisor's initial onboarding, the Client Success Team will continue to work closely with them to ensure a good client experience.

Read More ›

Topics: Press Release

Oranj Launched Real-Time Notifications Developed by Intern Team

Posted by Oranj on Oct 3, 2019 10:36:21 AM

Oranj, an end-to-end wealth management solution that helps independent financial advisors streamline business and create a collaborative digital experience for their clients, today announced the launch of its real-time notifications feature. This new feature enables advisors and their clients to receive critical notifications via text and email without having to log in to the Oranj platform. The real-time notifications feature is available immediately on the Oranj platform, which is free and easy to use. Plus, based on requests from advisors using the platform, a number of other features were also rolled out including an enhanced insurance dashboard, bulk tagging and new notes capabilities in client contact records

Read More ›

Topics: Press Release

Oranj VIP Sponsor of 8th Annual ALTSO Rocktoberfest- Chicago

Posted by Oranj on Sep 20, 2019 4:54:12 PM

At the eighth annual Rocktoberfest-Chicago, Oranj and ALTSO are partnering to unite a select group of financial services professionals and fintech colleagues for a night of rock & roll and acoustic music to raise money to provide free prosthetic limbs, orthotic devices, and properly fitted wheelchairs for children. The 2019 Rocktoberfest-Chicago is being held Oct. 10, 2019, at the City Winery, 6 p.m. to 11 p.m.

The Oranj house band, Oranj Crush, will be performing. Band members include:

●  Lauri Hofherr, Head of Product Development, Oranj - Guitar and vocals
●  Jennifer Manske, Client Success Manager, Oranj - Vocals and keyboards
●  Kevin Thomas, Software Engineer, Oranj - Guitar and vocals
●  Clay Wilson, Associate Product Manager, Oranj - Bass guitar
●  Max Albekier, Technical Support Specialist, Oranj - Percussion
●  Mike Johnson, Head of Engineering, Oranj - Guitar

Read More ›

Topics: Press Release

Podcast: Failure is a Step Closer to Succeeding

Posted by Oranj on Sep 20, 2019 4:34:47 PM

Oranj CEO David Lyon joined Doug Heikkinen on the IRIS Permission to Succeed podcast to discuss the future of financial services, why fee-models need to change drastically and how Oranj is helping financial advisors thrive in today's challenging environment. Check it out!

Read More ›

Topics: Podcasts, Thought Leadership

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.

Read More ›

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.”

Read More ›

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.

Read More ›

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!

Read More ›

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!

Read More ›

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.  

Read More ›

Topics: Press Release