Oranj Blog


Webinar | Oranj + MoneyGuide Integration Webinar

Posted by Oranj on Mar 27, 2019 5:45:00 AM

Adam Stolz, VP of Sales at Oranj, and Robert McCarthy, Account Manager at MoneyGuide, provided an overview of Oranj and MoneyGuide's new integration and a comprehensive introduction of Oranj and MoneyGuide.

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Topics: Webinars, Integrations

Webinar | 'Preferrals: The Unmasking of Asking' with Invesco

Posted by Oranj on Feb 28, 2019 8:30:00 AM

Are you an advisor hesitant to ask your clients for referrals? "Preferrals" is a framework designed to help advisors overcome their apprehension of asking for referrals.

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Topics: Webinars

Webinar | Oranj + Redtail CRM Integration Overview

Posted by Oranj on Oct 1, 2018 11:35:00 AM

Coming off the announcement of their new integration, users of Oranj and Redtail can leverage improved workflows when connecting with clients and prospects, as well as managing the investment strategies they oversee.

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Topics: Webinars, Integrations