Oranj has taken the next step in their quest to help advisors spend less time managing and more time advising clients through simple, yet elegant and robust, modern technology. The first-ever totally free wealth management platform recently announced that the TradeWarrior trading and rebalancing technology is now fully integrated into the Oranj platform and bolstered by the firm’s award-winning account aggregation, modern advisor dashboard and investor portal. Accordingly, the TradeWarrior brand name is going away.

With this integration, advisors formerly using the legacy TradeWarrior technology will have access to Oranj’s full suite of modern capabilities including award-winning account aggregation, digital onboarding, a fully redesigned investor portal, and a diverse model marketplace. Advisors also benefit from the enhancements Oranj has added to the rebalancing technology, including support for:

• FIX trading direct to the custodian
• Additional order types, such as limit orders, and thinly traded funds
• Advanced cash management
• Account-level security equivalents

“Advisors need sophisticated tools to be competitive in a modern marketplace in order to scale and grow their business,” said David Lyon, a former RIA who founded Oranj and now serves as its CEO. “Our enhanced trading and rebalancing technology provides advisors with the ability to instantly make changes and prove value to their clients.”

“Building and expanding upon TradeWarrior’s capabilities and incorporating them into the Oranj platform is the completion of a two-year plan that began with the acquisition,” Lyon continued. “Rebalancing is an important and powerful tool for advisors and often times it can be an expensive luxury some advisors don’t deem necessary. Advisors no longer have to choose between cost and convenience.”

ABOUT ORANJ Oranj has reimagined financial advisors’ technology so they can spend less time managing and more time advising. Oranj simplifies advisor technology without sacrificing sophistication by offering an end-to-end solution for investment management, rebalancing, trading, online onboarding and a client portal—all with award-winning account aggregation at its core. For more information about Oranj and it’s free wealth management platform, visit www.runoranj.com.