Oranj

Oranj is focused on creating the world’s best digital experience for enabling financial advisers to help clients effectively manage their financial lives and personal goals, and empowering investors to make smart financial decisions, connect with financial professionals, and pursue better investing outcomes. To achieve this, Oranj builds software for servicing, collaborating, managing, and connecting, which utilizes user-friendly applications for a fully interactive human-driven, technology-assisted experience.

Oranj is completely free and offers a secure document vault, client collaboration tools, aggregated data from more than 15,000 institutions, online account opening/transfer capabilities, real-time activity notifications, extensive data analytics, and an archive of adviser/client communication going back to the prospect stage. It also includes a robust model marketplace from best-in-class asset managers, and powerful trading and rebalancing capabilities.