Oranj Blog


Webinar | Oranj + MoneyGuide Integration

Posted by Oranj on Mar 27, 2019 5:45:00 AM
Webinar | Oranj + MoneyGuide Integration

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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.

This integration enables users of both Oranj and MoneyGuide to ensure client account data is kept accurate and up-to-date, as well as how to use this integration to increase efficiency during financial planning and reduce data entry errors while reducing technology costs. Additionally, this webinar covered:

  • How the integration enables users of both Oranj and MoneyGuide to ensure client account data is kept accurate and up-to-date.
  • How you can use this integration to increase efficiency during financial planning and reduce data entry errors while reducing technology costs.
  • A comprehensive introduction of Oranj and MoneyGuide.

View Webinar Recording

Topics: Webinars, Integrations