Join Oranj + Adhesion wealth for this upcoming live training session. Hear from Ben Heidari, Director of Managed Solutions at Oranj, and Alex Morris, Managing Director at Vestmark Advisory Solutions, as they provide insights into how advisors and their clients can benefit from this new Oranj and Adhesion Wealth partnership.
During this session, we’ll cover:
- An overview of Oranj and Adhesion, as well as how Adhesion works with advisors as well as 3rd party asset managers.
- How the combined solution of Oranj and Adhesion provides efficiency and scalability in all advisors’ practices, allowing them to spend more time addressing clients’ financial planning needs and the advisors’ business development goals.
- The ease with which advisors using Oranj can begin utilizing the service of 3rd party asset managers, all within the Oranj platform.