Investing > Best Wealth Management Software
Founded in 2014 with a rebellious spirit, Oranj entered the financial services space with the lofty objective of reimagining advisor technology to help them spend less time managing and more time advising. Oranj remains an independent, nimble technology firm lead by industry professionals.
The path to achieving this vision involved a four-point strategy centered on:
A superior path to market: The freemium software model is widely adopted across the world because it is a superior method to developing world-class software.
Cost efficiency and flexibility: A free base platform that provides advisors with the software needed to grow a business without increasing costs or long-term contracts.
Modern technology: Built using the most modern technology, Oranj providing superior performance & ability to innovate quickly.
Data & analytics: Surfacing trends of both advisors and investors helps institutions and asset managers develop more data-driven distribution strategies.
Oranj is an end-to-end technology platform supporting front- to back-office operations. By circumventing traditional channels, designing technology in-house and reinventing the software-as-a-service business model in the financial services industry, Oranj helps advisors:
Streamline Investment Management
Custom model capabilities, access to sub-advised and strategist models from leading asset managers and a robust, easy to use rebalancing tool.
Reduce Overhead Expenses
A free base platform that provides advisors with the software needed to grow a business without increasing costs or long-term contracts.
Offer Dynamic, Real-Time Client Service
Award-winning account aggregation, real-time data, and a client portal for efficient on-boarding, goal-setting, account management, and on-the-go access.
Simplify Without Sacrificing Sophistication
An easy-to-use platform that aligns client-facing and back-office needs so advisors can run a fully connected business.
Additionally, Oranj’s free software includes dedicated, hands-on support with the Oranj Client Success Team. From initial login to ongoing support that helps advisors customize their experience, the Client Success Team is there to help.