Oranj Blog


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

Podcast: Less Managing, More Advising

Posted by David Lyon on Mar 25, 2019 2:07:00 PM

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:

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Topics: Embracing New Technology, Advisor Resources, Podcasts

Oranj Announces New Integration with MoneyGuide

Posted by Oranj on Mar 13, 2019 9:27:28 AM

Oranj is thrilled to announce a brand-new integration with MoneyGuide, one of the most popular and powerful financial planning platforms available to financial advisors today.

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Topics: Press Release, Integrations