Oranj Blog


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

Oranj Adds Aberdeen, Calamos, Invesco and Nationwide

Posted by Oranj on Dec 10, 2018 10:00:00 AM

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

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Topics: Press Release, Asset Manager Updates

What Fintech Can Learn from the Music Industry's Evolution

Posted by Oranj on Dec 3, 2018 10:00:00 AM

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

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Topics: Embracing New Technology

Introducing an On-The-Go Advice Experience

Posted by Oranj on Nov 12, 2018 1:00:00 PM

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.

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Topics: Videos, Product Updates

Oranj CTO Nominated As One of Chicago’s Top Tech Leaders

Posted by Oranj on Nov 8, 2018 12:00:00 PM

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.

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Topics: Press Release

Vestmark: Coming Soon to Oranj

Posted by Oranj on Oct 22, 2018 11:07:00 AM

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).

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Topics: Press Release, Partner Updates

Webinar | Oranj + Redtail CRM Integration Overview

Posted by Oranj on Oct 1, 2018 11:35:00 AM

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.

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Topics: Webinars, Integrations

Oranj Wins 2018 WealthManagement.com Industry Award!

Posted by Oranj on Sep 18, 2018 1:00:00 PM

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

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Topics: Press Release, Industry News

Oranj Now Integrates Directly with Redtail

Posted by Oranj on Sep 4, 2018 11:41:00 AM

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

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Topics: Press Release, Product Updates, Integrations

Direct Data Connection with TD Ameritrade Now Available in Oranj

Posted by Oranj on Aug 22, 2018 1:00:00 PM

Oranj now offers a direct data connection to TD Ameritrade! With this new data connection, advisors using Oranj can quickly and easily connect their Oranj account to TD Ameritrade to bring in all of the client accounts they manage – all at no additional cost.

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Topics: Product Updates