Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that Value Line Funds has joined the growing list of […]
The technology that supports your investment advisory and financial planning business is an important factor in your success. But for many advisory firms, the cost of […]
Oranj, an end-to-end wealth management solution that helps independent financial advisors streamline business and create a collaborative digital experience for their clients, today announced the launch […]
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 […]
Oranj, the industry’s first free, end-to-end wealth management software, and PIEtech, Inc., creator of MoneyGuidePro®, today announced a strategic integration that unites Oranj’s award-winning account aggregation […]
Vestmark, a leading provider of portfolio management and trading solutions for financial institutions and advisors, announced a partnership with Chicago-based financial technology firm Oranj. Vestmark Advisory […]
Oranj, the first free, end-to-end wealth management software, and Redtail Technology, a leading provider of web-based client relationship management (CRM) for financial advisers, have announced their integration. Redtail and Oranj […]
PIMCO and WisdomTree Asset Management have each joined the line-up of best-in-class asset managers who have made their model portfolios and products available on the free […]
Oranj has announced the release of MAX (Manage, Advise, eXperience), an open access, wealth management software platform that provides financial advisors with a solution that can […]