Oranj Blog


The Value of Fintech Platforms

Posted by Oranj on May 12, 2020 9:38:38 AM

Oranj CEO David Lyon joined WisdomTree's Jeremy Schwartz and Ryan Krystopowicz and Wharton Professor Jeremy Siegel on a “Behind the Markets” podcast to discuss how advisors are reacting to market volatility and ways they can tap into technology solutions and information to potentially create better outcomes for their clients.  

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Topics: Partner Updates, Podcasts, Interviews

Oranj Adds to Its Model Marketplace for Financial Advisors Mutual Funds With the Long-Standing Value Line Funds Family

Posted by Oranj on May 5, 2020 7:22:53 AM

Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that Value Line Funds has joined the growing list of best-in-class asset managers who have made their mutual funds and model portfolios available on the free to low-cost Oranj platform.    

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Topics: Press Release, Asset Manager Updates, Partner Updates

Oranj Adds Active Asset Management to its Model Marketplace for Financial Advisors

Posted by Oranj on Apr 13, 2020 1:57:39 PM

Oranj, an end-to-end wealth management solution that helps independent financial advisors streamline their businesses through an easy-to-access and modern cloud-based platform, today announced that Allianz Global Investors has joined the expanding list of best-in-class asset managers who have made their model portfolios and products available on the free to low-cost Oranj platform.

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Topics: Press Release, Asset Manager Updates, Partner Updates

Oranj Adds New Low-Cost, Liquid Investment Solutions to it's Model Marketplace for Financial Advisors

Posted by Oranj on Feb 13, 2020 11:54:55 AM

IDX Advisors join the expanding list of asset managers on the custodian-agnostic platform. With the addition of IDX, the number of products and models in the Oranj marketplace has grown to over 1,800 products and models with a total number of Asset Managers and Sub-Advisors at 23.

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Topics: Press Release, Asset Manager Updates, Partner Updates

Oranj Adds New Choice and Customization Options to Its Model Marketplace

Posted by Oranj on Oct 15, 2019 11:50:19 AM

Oranj announced that Franklin Templeton and Teton Advisors have joined the growing list of best-in-class asset managers who have made their model portfolios and products available on the free Oranj platform. Year-to-date, 5 asset managers and 1 sub-advisor have joined the Oranj marketplace, bringing the total number of products and models to nearly 1,600.

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Topics: Press Release, Asset Manager Updates, Partner Updates

Webinar | Oranj + Adhesion Wealth Overview

Posted by Oranj on May 23, 2019 1:00:00 PM

Adhesion Wealth + Oranj have partnered together to provide users access to nearly 500 sub-advised strategies from a variety of best-in-breed 3rd party asset managers on Oranj's Model Marketplace!

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Topics: Partner Updates, Webinars

Sub-Advised Strategies Through Adhesion Wealth Now Available on Oranj

Posted by Oranj on May 14, 2019 7:53:05 AM

As announced at the end of 2018, we partnered with Adhesion Wealth to provide Oranj users access to nearly 500 sub-advised strategies from a variety of best-in-breed 3rd party asset managers. Today, these strategies are available to be accessed by financial advisors through Oranj's Model Marketplace!

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Topics: Press Release, Partner Updates

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

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

Video: Technology Sector Discussion with Marsico Funds

Posted by David Lyon on Jun 1, 2018 1:00:00 PM

Brandon Geisler, Portfolio Manager with Marsico Funds, recently visited the Oranj office here in Chicago to discuss his perspective on the technology sector. Hear from Brandon & David Lyon, Oranj CEO, as they cover trends within the technology space to keep an eye on, what advisors should be looking out for, and what the market may have in store for us in the future.

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Topics: Embracing New Technology, Partner Updates