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Lauri Hofherr of Oranj Speaks at Advisor Thought Leader Summit

Oranj was a proud participant in the first-ever Advisor Thought Leader Summit!

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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. Advisers at the forefront of technology investment — known as tech accelerators — cite "improved outcome for clients" as their top consideration. They invest more in technology and are growing faster than those who don't.

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Topics: Press Release, Embracing New Technology, Industry News, Client Relations

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 Webinar

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

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

Oranj Named a 2019 Best Fintechs to Work For

Posted by Oranj on Mar 1, 2019 9:31:48 AM

Oranj has been named as one of 2019's best places to work in financial technology! This annual survey and awards program, presented by SourceMedia and Best Companies Group, is designed to identify, recognize, and honor the best employers in the financial technology industry.  

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Topics: Press Release

Webinar | 'Preferrals: The Unmasking of Asking' with Invesco

Posted by Oranj on Feb 28, 2019 8:30:00 AM

Are you an advisor hesitant to ask your clients for referrals? "Preferrals" is a framework designed to help advisors overcome their apprehension of asking for referrals.

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Topics: Webinars

Oranj Adds Aberdeen, Calamos, Invesco and Nationwide

Posted by Oranj on Dec 10, 2018 10:00:00 AM

We’re excited to announce Aberdeen, Calamos, Invesco and Nationwide has been added to the Oranj platform! Advisors will now have direct access to Aberdeen Standard Investments, Calamos Investments, Invesco, and Nationwide products.

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Topics: Press Release, Asset Manager Updates

What Fintech Can Learn from the Music Industry's Evolution

Posted by Oranj on Dec 3, 2018 10:00:00 AM

David Lyon, founder and CEO of Oranj, is a former financial advisor 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.

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Topics: Embracing New Technology