Oranj Blog


3 Way to Improve Advisor Technology

Posted by Oranj on Apr 17, 2019 1:33:28 PM

While technology helps with practice efficiency and profitability, advisors acknowledge that clients are the prime beneficiaries of technology improvements. 

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Topics: Embracing New Technology, Thought Leadership

Anchor Capital, Natixis and Putnam Join Oranj's Free Model Marketplace

Posted by Oranj on Apr 3, 2019 10:29:00 AM

Today, we announced the addition of Anchor Capital, Natixis and Putnam products to the growing selection of funds and models available in Oranj's model marketplace!

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Topics: Press Release, Partner Updates

Why It's Critical for Advisors to Look Outside Our Industry to Better Their Model

Posted by Oranj on Apr 1, 2019 9:54:19 AM
In this interview with marketing experts Stephen Wershing and Julie Littlechild, Oranj CEO and founder David Lyon talks about why it’s critical for financial advisors to look outside the financial services industry and at companies like Amazon
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Topics: Embracing New Technology, Advisor Resources, Podcasts

Webinar | Oranj + MoneyGuide Integration

Posted by Oranj on Mar 27, 2019 5:45:00 AM

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.

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Topics: Webinars, Integrations

Podcast: Less Managing, More Advising

Posted by David Lyon on Mar 25, 2019 2:07:00 PM

Last week, I was a podcast guest on Becoming Referable, where I chatted with Steve Wershing & Julie Littlechild about how a better client experiences leads to happier clients, more referrals, and a more efficient business for advisors.  Follow the link below to listen to our conversation:

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Topics: Embracing New Technology, Advisor Resources, Podcasts

Oranj Announces New Integration with MoneyGuide

Posted by Oranj on Mar 13, 2019 9:27:28 AM

Oranj is thrilled to announce a brand-new integration with MoneyGuide, one of the most popular and powerful financial planning platforms available to financial advisors today.

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Topics: Press Release, Integrations

Oranj Named a 2019 Best Fintechs to Work For

Posted by Oranj on Mar 1, 2019 9:31:48 AM

Oranj has been named as one of 2019's best places to work in financial technology! This annual survey and awards program, presented by SourceMedia and Best Companies Group, is designed to identify, recognize, and honor the best employers in the financial technology industry.  

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Topics: Press Release

Webinar | 'Preferrals: The Unmasking of Asking' with Invesco

Posted by Oranj on Feb 28, 2019 8:30:00 AM

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.

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Topics: Webinars

Should You Outsource Your Investment Management?

Posted by Scott MacKillop on Feb 20, 2019 12:00:00 PM

Depending upon which studies you look at, somewhere between 25% to 50% of all advisors outsource some or all their investment management functions.  But outsourcing is not for everyone.

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Topics: Advisor Resources

Podcast: Is the Future of Advisor Software Free?

Posted by David Lyon on Feb 4, 2019 9:38:27 AM

While the rest of the world offers free software like YouTube, Adobe, Evernote, Spotify, etc., financial services has resisted. I recently joined The Sara Grillo Podcast to discuss how this model may just be the future of financial advisor software.  You can follow the link below to listen to our conversation:

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Topics: Embracing New Technology, Advisor Resources, Podcasts