Our MissionEnrich people's lives through a personalized & customized wealth management experience.
Enhanced Client Experience
Engaging with clients more deeply increases retention and referrals. Rather than needing to physically meet with each client, Advisors can collaborate in real-time and give each client the service they want, when they need it.Schedule a Demo
Smarter Business Development
Connecting with prospects takes less time. Prospects can quickly and easily outline their goals and financial picture, working with an Advisor to quickly and easily identify areas of opportunity.Demo Video
Small Accounts/NexGen Clients
Smaller Accounts & NexGen Clients can represent a huge opportunity for your business. Many aren’t working with Advisors, or feel underserved by the big boys. Lower the amount of time needed to work with a client ultimately appealing to a broader range of clients and making smaller profitable.Live Preview
Beautiful Across All Devices
Now you can work anywhere
This is a tough business and we want to helpCheck out our white paper on The Rise of the Digital Advisor.
Sarah wants to provide a better client experience. She knows that the key to her business is increasing her engagement with clients and servicing them the way their lives change – week-to-week, month-to-month.
Oranj allows Sarah to service clients as their priorities change. If a client changes their desired retirement age from 65 to 73, the Advisor can see that through the Advisor Dashboard and contact the client to discuss.
Robert wants to grow his business but just can’t find enough time. He wants to connect with more of the referrals he gets and be able to show them all the value that he can provide.
Give prospects a chance to see what you can do for them, even before they start to work with you. Prospects can quickly outline their goals and bring together all of their financial accounts and assets wherever they are at anytime.
Jason wants to work with clients with smaller accounts. He knows clients with smaller accounts are underserved by the big boys and he can give them more personalized service.
Jason uses Oranj to work with these clients virtually and saving him time from lengthy in-person meetings.
Alyson wants to work with NexGen clients. It is no secret that younger clients are receiving the largest transfer of wealth in history. She wants to be able to provide the service that NexGen clients expect.
Alyson can connect with NexGen clients the way they are used to interacting. Oranj let’s them know how they are doing and they can reach out to Alyson whenever they need it.