Oranj was a proud participant in the first-ever Advisor Thought Leader Summit!
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Topics:
Press Release
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.
Topics:
Press Release,
Embracing New Technology,
Industry News,
Client Relations
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!
Topics:
Press Release,
Partner Updates
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
Topics:
Embracing New Technology,
Advisor Resources,
Podcasts
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.
Topics:
Webinars,
Integrations
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.
Topics:
Press Release,
Integrations
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.
Topics:
Press Release
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.
Topics:
Webinars
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.
Topics:
Press Release,
Asset Manager Updates
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.
Topics:
Embracing New Technology
