Webinar | Wed, Feb 27, 3:00 PM CST

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.

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

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

Today’s investors live on-the-go - that’s why Oranj recently brought our award-winning data aggregation to the redesigned investor portal! Mobile-friendly and easy to use, this portal gives clients the freedom to monitor finances, track goals, and get in touch with their adviser in real-time on their smartphone or tablet.

Oranj CTO, Perry Moutzouros, has been nominated as Best Tech Manager for Tech in Motion Chicago’s 4th Annual Timmy Awards. The award recognizes leaders that promote career growth, ensure a great team culture, inspire innovation, as well as, communicate a clear vision to produce a great product.

We’re excited to announce Vestmark has been added to the Oranj platform! Vestmark Advisory Solutions (VAS) will give Oranj advisors access to the more than 500 third-party strategies available today as models in the Vestmark Manager Marketplace (VMM).

Coming off the announcement of their new integration, users of Oranj and Redtail can leverage improved workflows when connecting with clients and prospects, as well as managing the investment strategies they oversee.

Oranj has won a WealthManagement.com Industry Award for Account Aggregation Innovation! Oranj, the first free, end-to-end wealth management software, has been recognized by Wealthmanagement.com as a winner of their 2018 Industry Awards. 

Oranj is excited to share that we’ve completed a powerful new integration with Redtail, a leading provider of client relationship management (CRM) software for financial services firms! With modern connectivity between Oranj and Redtail now established, users of both Oranj and Redtail can leverage improved workflows