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MutualFunds.com Q&A with David Lyon

Posted by Oranj on Nov 15, 2019 12:40:24 PM

As a following to its coverage of Schwab IMPACT 2019, MutualFunds.com interviewed David Lyon, CEO of Oranj, about the firm's platform and its mission to help advisors.  

In a Q&A format, David talks about the origins of the firm and shares insights on :

  • The challenges that Oranj's wealth management platform solves
  • The passions David and everyone at Oranj share for independent advisors
  • Differentiation through service, real human, white-glove service with the Oranj Client Success Team
  • How fintech solutions should truly enable advisors
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Topics: Thought Leadership, Interviews

Oranj Recognized as a 2019 Benzinga Fintech Listmaker

On Nov. 12th, 2019, Oranj was named to the Benzinga Global Fintech Listmakers' Best Wealth Management Software category. Winners in each category will be announced on November 19th at Benzinga's Global Fintech Awards event.

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Topics: Industry News, Awards

Zebra Smash Podcast with David Lyon: Going from planner to portal to platform

Posted by Oranj on Nov 4, 2019 4:12:02 PM

Oranj CEO David Lyon recently joined Ben Birken, CFP® and Roger Pine, CFP®, CFA on their Zebra Smash podcast. In true Zebra Smash podcast style, the conversation covered a lot of ground from the origins of Oranj to recent industry trends including commission free trading. Listen in for a few insights, laughs and some pontification!

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Topics: Podcasts, Thought Leadership

Oranj Adds New Choice and Customization Options to Its Model Marketplace

Posted by Oranj on Oct 15, 2019 11:50:19 AM

Oranj announced that Franklin Templeton and Teton Advisors have joined the growing list of best-in-class asset managers who have made their model portfolios and products available on the free Oranj platform. Year-to-date, 5 asset managers and 1 sub-advisor have joined the Oranj marketplace, bringing the total number of products and models to nearly 1,600.

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Topics: Press Release, Asset Manager Updates, Partner Updates

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.

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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

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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

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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!

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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.

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Topics: Embracing New Technology, Advisor Resources

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