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:
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.
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:
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.
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.
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.
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.