Oranj Blog


Introducing an On-The-Go Advice Experience

Posted by Oranj on Nov 12, 2018 1:00:00 PM
Introducing an On-The-Go Advice Experience

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 advisor in real-time on their smartphone or tablet.

 

This brief overview video covers this new intuitive interface, which helps investors:

  • Track and monitor all their finances, all in one place.
  • Link all their personal accounts.
  • Set and manage their investing goals.
  • Communicate with their advisor in real-time.
  • Upload and store documents that are relevant to their work with their advisor.

Topics: Videos, Product Updates