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 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
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.