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. The growing technology firm is recognized for their innovative approach to account aggregation, which layers multiple account aggregators on top of each other to ensure each respective aggregator is assigned the type and/or institution of held-away accounts they work best with, further optimizing the account aggregation process for advisors.
“Our goal from the inception of Oranj was to provide value where advisors have the biggest pain points and account aggregation is one of them,” commented Oranj founder and CEO David Lyon. “As a former advisor, I knew that if we could solve this problem for advisors, we could be an invaluable tool. We thank the judges for this recognition.”
Oranj’s account aggregation process utilizes three of the industry’s largest account aggregators — Quovo, Yodlee and ByAllAccounts — to gain a 360-degree view of their client’s life, including investment accounts, real estate, loans and held-away accounts. The firm is custodian agnostic, allowing advisors to access accounts from custodians of their choosing.