Oranj Blog


Vestmark: Coming Soon to Oranj

Posted by Oranj on Oct 22, 2018 11:07:00 AM
Vestmark: Coming Soon to Oranj

VestmarkOranj-1

We’re excited to announce Vestmark has been added to the Oranj platform! Vestmark Advisory Solutions (VAS) will give Oranj advisors access to the more than 500 third-party strategies available today as models in the Vestmark Manager Marketplace (VMM).

VAS also will perform the trading and related services required to implement the models selected by Oranj advisors for their clients, which can include both ETF strategist models and traditional equity strategies.

Announced during Joel Bruckenstein’s T3 Enterprise Conference this morning, this partnership makes it possible for Oranj to expand the investment options available to advisors to serve their clients’ needs. It also will enable advisors to allocate their clients’ assets to one or multiple third-party strategies in a single account, with a process as simple as setting up one dual-contract SMA.

“We recently broadened our service to include not only model delivery but also implementation of those models by our team of traders using Vestmark technology,” said David Littleton, Managing Director of Vestmark Advisory Solutions. “This combination of third-party strategies plus implementation is a natural complement to the excellent front-end toolset that Oranj provides to its advisors.”

With Vestmark on the Oranj platform, it will now be possible for us to expand the investment options available to advisors to serve their clients’ needs. It also will enable advisors to allocate their clients’ assets to one or multiple third-party strategies in a single account, with a process as simple as setting up one dual-contract SMA.

Read the full press release here.

Topics: Press Release, Partner Updates