Oranj Blog

MutualFunds.com Q&A with David Lyon

Posted by Oranj on Nov 15, 2019 12:40:24 PM

As a following to its coverage of Schwab IMPACT 2019, MutualFunds.com interviewed David Lyon, CEO of Oranj, about the firm's platform and its mission to help advisors.  

In a Q&A format, David talks about the origins of the firm and shares insights on :

  • The challenges that Oranj's wealth management platform solves
  • The passions David and everyone at Oranj share for independent advisors
  • Differentiation through service, real human, white-glove service with the Oranj Client Success Team
  • How fintech solutions should truly enable advisors
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Topics: Thought Leadership, Interviews

Zebra Smash Podcast with David Lyon: Going from planner to portal to platform

Posted by Oranj on Nov 4, 2019 4:12:02 PM

Oranj CEO David Lyon recently joined Ben Birken, CFP® and Roger Pine, CFP®, CFA on their Zebra Smash podcast. In true Zebra Smash podcast style, the conversation covered a lot of ground from the origins of Oranj to recent industry trends including commission free trading. Listen in for a few insights, laughs and some pontification!

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Topics: Podcasts, Thought Leadership

Podcast: Failure is a Step Closer to Succeeding

Posted by Oranj on Sep 20, 2019 4:34:47 PM

Oranj CEO David Lyon joined Doug Heikkinen on the IRIS Permission to Succeed podcast to discuss the future of financial services, why fee-models need to change drastically and how Oranj is helping financial advisors thrive in today's challenging environment. Check it out!

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Topics: Podcasts, Thought Leadership

Advisory Firms Must Adopt and Promote User-Friendly Digital Interfaces Now

Posted by David Lyon on May 31, 2019 11:41:43 AM

No matter where you sit, technology is a major part of our lives, both personal and professional. The decisions about what we use and how we use it varies widely, but more and more financial advisors recognize how critical it is to their business. Making choices about what platforms to use and which solutions to purchase however can be daunting.

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Topics: Embracing New Technology, Thought Leadership

3 Ways to Improve Advisor Technology

Posted by Oranj on Apr 17, 2019 1:33:28 PM

While technology helps with practice efficiency and profitability, advisors acknowledge that clients are the prime beneficiaries of technology improvements. 

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Topics: Embracing New Technology, Thought Leadership