Oranj

The first free wealth management platform for financial advisors.
4.5 (1 Reviews) Write a Review
Overview
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.
Media
Oranj
Oranj
Core Features
Wealth Management Features
  • Attendance Tracking
  • Asset Reporting
  • Online Application
  • Data Import/Export
  • Financial Planning
  • Loyalty Program
  • Portfolio Management
  • Patient Records
Pricing
Pricing Type
Free
Payment Frequency
Free
Customer Reviews
4.5 (1 Reviews)

Best wealth management software in the market! Absolutely loved it.

A
10 months ago

The wealth management software at Highway Title Loans is hands-on with is Oranj. Be it managing the day to day financial activities of clients, helping identify areas of investment for each client, or keeping a track of all essential financial aspects that the client should be aware of - Oranj is a one-stop solution. Discussing at one glance what all it does, so basically it streamlines portfolio management for the company, the inbuilt advisor dashboard works as a great companion for the advisors to put out their thoughts to service clients and the rebalancing and trading feature ensures the client knows all about where his/her money is being invested. One personal favorite element of Oranj is their Client Portal - this is a snapshot of each client’s financial activities that can be viewed by just him/her.

Pros:

1. It’s free - Utilise the resources of one of the best wealth management software without having to invest something

2. Lets you create investment account reports, efficiently & effectively

3. Utilize pre-built solutions from leading investment managers and implement them

 

Cons:

1. Not very user friendly - One needs to train employees to get used to working with Oranj

2. Complete Wealth Management Product - Your company may not need too complex functions that are being offered by the software

3. Clients may not be comfortable remembering to add every financial activity they perform

Licensing & Deployment
  • Cloud Hosted
  • Web-based
Support
  • Phone
Knowledge Base
  • Help Guides
  • Blogs
  • Webinars
  • Whitepapers
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