• Let's just do it

    It is time to catch up
    with the rest of the world

    ORANJ 2.0 Has Arrived
  • slidebg2
    TURBO CHARGED PRACTICE MANAGEMENT
  • "Once prospects & clients engage with Oranj,
    odds are that they will stay engaged..."
    Joel Bruckenstein - Technology Expert:
    Co-Founder of Technology Tools for Today and contributor to top industry publications such as Financial Planning Magazine.

The Oranj Experience

Oranj was created as a result of a simple observation:
people have transformed how they live, work, shop and buy - it's time for Advisors to adapt.

Account Opening
User Dashboard
Advisor Dashboard

We know you are busy running your business and we’d love to show you how Oranj can help.

Oranj at a Glance.

The software, support and methodology you need to transform your practice.

Experience

Experience

Provide a world class experience
that truly sets you apart.

Connect

Connect

Have meaningful
needs-based conversations.

Collaborate

Collaborate

Don't wait for the annual review
or the closing meeting to deliver value.

Service

Work pro-actively; your clients lives
and finances are always changing.

We've done our homework...

This is a tough business & we want to help.  Check out our infographic on the business of being an Advisor.

Check it Out

Check Out Oranj In Action! Seeing Is Believing.

Live Preview

Why choose Oranj?

Why Oranj? Why Not? There are 260 working days in a year giving you the opportunity to have over 700 meetings.  
If you are anywhere near that then you are all set.  Check out some of Oranj's features.

Client Dashboard
  • Oranj is a digital extension of your business.  Through the Client Dashboard, Advisors can provide the experience that Clients and Prospects have come to expect.
  • Oranj provides your clients & prospects a user friendly dashboard to connect & monitor their entire financial life and goals under 1-login umbrella.  Oranj will not just aggregate accounts from over 20,000 institutions but also track progress to goals, calculate monthly cash flow and serve as a central location to stay connected and collaborate with you their trusted Advisor.  
Advisor Portal
  • Let's face it, the financial services business is a contact sport. The more people you contact the better chance you have in developing new opportunities.
  • Oranj provides you a platform to connect and monitor not just your clients but your prospects financial accounts and goals. Oranj delivers a combination of streamlined delivery of financial information, user defined goals and real-time monitoring to virtually eliminate the need to delay servicing existing clients and identify opportunities with prospects.
Aggregation
  • Oranj understands the importance of Clients seeing their entire financial picture and being able to make changes as their life changes.  
  • Oranj aggregates financial accounts from over 20,000 institutions, custodians as well as property value and can track hard assets such as vehicles, collectables, art, jewelry and much more.
On-Boarding
  • Oranj provides a streamlined experience for users to open or transfer an investment account through integrations with LaserApp & Docusign.  
  • Through using Oranj's Account Open/Transfer feature you will eliminate waiting for clients as well as un-needed back office work.  
Live Activity Feed
  • Forget the 6-month tickler file.  Increase your ability to set meetings and deliver value through identifying areas of opportunity that are important to your clients & prospects.
  • Oranj provides you real-time insight to track your clients & prospects.  You will see when a user logs-in, adds a new account, submits a new account transfer or updates their profile.  
Vault
  • Everyone has a vault.  
  • Oranj's vault is placed within the client's 360 financial life providing both the Advisor and the Client the ability to collaborate more fluidly in real time.
  • Client's & prospects can share documents back and forth make comments and share thoughts.

We know you are busy running your business and we’d love to show you how Oranj can help.

Pricing Tables

Pro
  • 1 User
  • Asset Aggregation
  • Online Account Opening
  • Firm Branding
  • Website Integration 
  • Add Additional Users
Expert
  • 4 Users
  • Asset Aggregation
  • Online Account Opening
  • Firm Branding
  • Website Integration 
  • Add Additional Users
Hi-Tech
  • 8 Users
  • Asset Aggregation
  • Online Account Opening
  • Firm Branding
  • Website Integration 
  • Add Additional Users
Enterprise
  • For Large Firms or Institutions 
  • 50+ Users
  • Sub-Firm Creation
  • Firm Branding
  • Custom Set-Up
  • Custom Integrations

Thank you for your interest in the Oranj App. Please fill out your information and an Oranj Team Member will be in touch.

 

The Pro Package = $250/mo. + $500 One Time On-Boarding Fee 

  • 1 User 
  • Asset Aggregation
  • Online Account Opening
  • Firm Branding
  • Website Integration
  • Add Additional Users $100/mo. 

Thank you for your interest in the Oranj App. Please fill out your information and an Oranj Team Member will be in touch.

 

The Expert Package $500/mo. + $500 One Time On-Boarding Fee

  • 4 Users
  • Asset Aggregation
  • Online Account Opening
  • Firm Branding
  • Website Integration 
  • Add Additional Users $100/mo.
« Back to Pricing Table

Oranj Hi-Tech

Thank you for your interest in the Oranj App. Please fill out your information and an Oranj Team Member will be in touch.

 

The Hi-Tech Package $850/mo. + $500 One Time On-Boarding Fee

  • 8 Users
  • Asset Aggregation
  • Online Account Opening
  • Firm Branding
  • Website Integration 
  • Add Additional Users $100/mo.

 

« Back to Pricing Table

Oranj Enterprise

Thank you for your interest in the Oranj App. Please fill out your information and an Oranj Team Member will be in touch.

 

The Enterprise Package includes...

  • For Large Firms or Institutions
  • 50+ Users
  • Sub-Firm Creation
  • Firm Branding
  • Custom Set-Up
  • Custom Integrations

Testimonials

"Once prospects & clients engage with Oranj, odds are that they will stay engaged, offering you a chance to interact with them in a meaningful way."

"Oranj offers a compelling platform for Advisors seeking to expand their marketing and business-development activities."