Technology Providers (Wealth Reporting / Personal Finance Managers)

Oranj is focused on creating the world ’ s best digital experience for enabling financial advisers to help clients effectively manage their financial lives an d 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 utilize user-friendly applications f or a fully interactive human-driven, technology- assisted experience. The Oranj platform offers a secure document vault, client collaboration tools, aggregated data from more than 25,000 institutions, online account opening/transfer capabilities, real-time activity notifications, extensive data analytics , and an archive of adviser/client communication going back to the prospect stage. For more information about Oranj, please visit www.runoranj.com or follow @runoranjdotcom on Twitter.


Oranj Continues to Stay Ahead of the Curve with Digital Advice

With Oranj’s completely redesigned user interface, it ’ s now easier than ever for investors to have an intuitive way to manage their entire financial lives. Investors are able to pave their own financial path using Oranj’s suite of personal finance capabilities, and their adviser is able to oversee the whole process and provide value-added guidance.

Advisers are able to quickly and easily onboard their clients and prospects with retooled workflows that give the investor the power to paint their own financial picture. Investors can create a profile in just a few minutes — completely digitally — and begin to outline key aspects of their financial lives, including net worth, balance sheets, and managed and held -away accounts. As part of their personal finance picture, Oranj also allows investors to create their own goals, as well as share and collaborate on activity outside of accounts, including employee benefits, wills, trusts, and re al estate, so advisers can truly see the entire situation.

These new workflows help advisers to provide truly customized advice, while keeping investors i n the driver ’ s seat. With real-time communication, collaboration, and file-sharing tools, advisers can monitor their clients ’ activities within Oranj, uncover opportunities to adjust strategies, and connect with them whenever, wherever. This allows them to provide a modern service, and assures investors that all elements of their finances are accounted for and managed as they pursue their personal goals.

Category Finalists

Key Business Leader

David Lyon
Founder, CEO

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