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The Value of Fintech Platforms

Posted by Oranj on May 12, 2020 9:38:38 AM

Oranj CEO David Lyon joined WisdomTree's Jeremy Schwartz and Ryan Krystopowicz and Wharton Professor Jeremy Siegel on a “Behind the Markets” podcast to discuss how advisors are reacting to market volatility and ways they can tap into technology solutions and information to potentially create better outcomes for their clients.  

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Topics: Partner Updates, Podcasts, Interviews

Oranj Adds to Its Model Marketplace for Financial Advisors Mutual Funds With the Long-Standing Value Line Funds Family

Posted by Oranj on May 5, 2020 7:22:53 AM

Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that Value Line Funds has joined the growing list of best-in-class asset managers who have made their mutual funds and model portfolios available on the free to low-cost Oranj platform.    

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Topics: Press Release, Asset Manager Updates, Partner Updates

Oranj Named a 2020 Best Place to Work in Financial Technology

Posted by Oranj on Apr 13, 2020 9:54:01 PM

Oranj, an end-to-end wealth management solution that helps independent financial advisors streamline their businesses and create a collaborative digital experience for their clients, today announced that it has been named one of the 2020 Best Places to Work in Financial Technology by Arizent and Best Companies Group. Oranj was also named one of the Best Places to Work in Financial Technology in 2019.

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Topics: Press Release, Awards

Oranj Adds Active Asset Management to its Model Marketplace for Financial Advisors

Posted by Oranj on Apr 13, 2020 1:57:39 PM

Oranj, an end-to-end wealth management solution that helps independent financial advisors streamline their businesses through an easy-to-access and modern cloud-based platform, today announced that Allianz Global Investors has joined the expanding list of best-in-class asset managers who have made their model portfolios and products available on the free to low-cost Oranj platform.

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Topics: Press Release, Asset Manager Updates, Partner Updates

Oranj Adds New Low-Cost, Liquid Investment Solutions to it's Model Marketplace for Financial Advisors

Posted by Oranj on Feb 13, 2020 11:54:55 AM

IDX Advisors join the expanding list of asset managers on the custodian-agnostic platform. With the addition of IDX, the number of products and models in the Oranj marketplace has grown to over 1,800 products and models with a total number of Asset Managers and Sub-Advisors at 23.

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Topics: Press Release, Asset Manager Updates, Partner Updates

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