Oranj Blog

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

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 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