Round The Clock Availability
Sarah might be off email after 7 pm, but if the client wants information about their retirement plan they can get it right away using the Client Dashboard.
Real Time Collaboration
Rather than needing to physically meet with each client, Sarah can use Oranj's real-time collaboration features to give each client what they need, when they need it. Clients can outline their goals, update financial accounts and use the messaging feature for real-time collaboration.
User-Friendly Digital Experience
With the Client Dashboard, any information the client needs is at their fingertips. From a view on all of their investment accounts to up-to-date net worth and even monthly activity across all of their accounts, everything is organized in a way that is quick and easy to understand.