Oranj Blog


Oranj Introduces Client Success Team to Support Customized Onboarding for Financial Advisors

Posted by Oranj on Oct 3, 2019 10:50:19 AM

As advisors sign up for Oranj's free software, they now have the option to leverage free customized, hands-on support.  The Oranj Client Success team is on point to help advisors get quickly and efficiently setup on the Oranj platform and maximize their use of the software. Following the advisor's initial onboarding, the Client Success Team will continue to work closely with them to ensure a good client experience.

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Topics: Press Release

Oranj Launched Real-Time Notifications Developed by Intern Team

Posted by Oranj on Oct 3, 2019 10:36:21 AM

Oranj, an end-to-end wealth management solution that helps independent financial advisors streamline business and create a collaborative digital experience for their clients, today announced the launch of its real-time notifications feature. This new feature enables advisors and their clients to receive critical notifications via text and email without having to log in to the Oranj platform. The real-time notifications feature is available immediately on the Oranj platform, which is free and easy to use. Plus, based on requests from advisors using the platform, a number of other features were also rolled out including an enhanced insurance dashboard, bulk tagging and new notes capabilities in client contact records

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Topics: Press Release

Oranj VIP Sponsor of 8th Annual ALTSO Rocktoberfest- Chicago

Posted by Oranj on Sep 20, 2019 4:54:12 PM

At the eighth annual Rocktoberfest-Chicago, Oranj and ALTSO are partnering to unite a select group of financial services professionals and fintech colleagues for a night of rock & roll and acoustic music to raise money to provide free prosthetic limbs, orthotic devices, and properly fitted wheelchairs for children. The 2019 Rocktoberfest-Chicago is being held Oct. 10, 2019, at the City Winery, 6 p.m. to 11 p.m.

The Oranj house band, Oranj Crush, will be performing. Band members include:

●  Lauri Hofherr, Head of Product Development, Oranj - Guitar and vocals
●  Jennifer Manske, Client Success Manager, Oranj - Vocals and keyboards
●  Kevin Thomas, Software Engineer, Oranj - Guitar and vocals
●  Clay Wilson, Associate Product Manager, Oranj - Bass guitar
●  Max Albekier, Technical Support Specialist, Oranj - Percussion
●  Mike Johnson, Head of Engineering, Oranj - Guitar

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Topics: Press Release

Oranj Unifies Trading and Rebalancing Technology Under Single Platform and Brand

We've taken the next step in our quest to simplify advisor technology - helping advisors spend less time managing and more time advising clients. Today we announced that the TradeWarrior trading and rebalancing technology and brand are now fully integrated with the Oranj platform at no additional cost.  

“Building and expanding upon TradeWarrior’s capabilities and incorporating them into the Oranj platform is the completion of a two-year plan that began with the acquisition,” said David Lyon, founder and CEO, Oranj. “Rebalancing is an important and powerful tool for advisors and often times it can be an expensive luxury some advisors don’t deem necessary. Advisors no longer have to choose between cost and convenience.”

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Topics: Press Release, Product Updates

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

Oranj Speaks at Advisor Thought Leader Summit

Posted by Oranj on Apr 18, 2019 2:40:42 PM

Oranj was a proud participant in the first-ever Advisor Thought Leader Summit! Lauri Hofherr, our Head of Product, had the opportunity to share her thoughts with the other thought leaders attending.  

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Topics: Press Release

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

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

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