Oranj has launched an upgraded version of its digital advice platform for financial advisors and their clients, further simplifying wealth management for both parties while also helping advisors comply with potential new regulations. The technology updates are part of the firm’s ongoing efforts to redefine the advisor/client journey.
The enhancements to the Oranj dashboard include:
Redesigned User Interface:
Streamlined Goal Tracking:
“Oranj redefines the advisor/client journey by providing advisors with state-of-the-art digital advice tools that optimize their business and place their clients in the driver’s seat,” said David Lyon, CEO and Founder of Oranj. “The updates to the Oranj platform empower advisors to further improve the client experience while easily tracking and archiving the decision-making process for all account actions.”
Oranj is a digital advice platform that merges automation with hi-tech service to strengthen relationships between investors and their financial advisors. Oranj makes it possible for enterprises and RIAs to provide all clients, regardless of account size, with a personalized, transparent wealth management experience in which the clients are in control. Investors can independently log into the Oranj portal at any time to obtain a holistic view of their wealth, while secure in the knowledge that their advisor is easily accessible whenever the need arises.
Oranj is designed to enable advisors to seamlessly monitor and manage accounts, and proactively engage with clients as their lives and goals change—while also converting more prospects into clients. The Oranj platform offers a secure document vault, an instant-messaging system, aggregated data from more than 25,000 institutions, extensive data analytics, and an archive of advisor/client communication going back to the prospect stage. Thanks to these features and capabilities, advisors using Oranj have nearly doubled their prospect-to-client conversions while cutting the hours they spend on client management in half.
To learn more about the Oranj new features, or schedule a demo, please visit http://runoranj.com/video-preview-oranj/.