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Oranj Launches 2.0 at T3 Enterprise Conference

Submitted by Technology Tools for Today on February 12th, 2015


Personal Finance Management Application Redesigned; Helps Advisors’ Take Their Practice Into The Digital Age

Advisor practice management software innovator, Oranj, announces the launch of Oranj 2.0 at the 2015 T3 Conference. Version 2.0 has been completely redesigned and offers a fresh perspective on the personal financial management application. The new design supports the mission of offering a user friendly interface along with important financial information to help advisors’ clients and prospects stay connected to their financial accounts and goals.

“Design has always been an important part of Oranj and just as technology frequently changes, so does design,” explains founder, David Lyon. “Engaging and connecting with clients and prospects is a critical priority for advisors. The design of our Oranj software must encourage clients and prospects to want to login and stay connected to their financial life.”

Highlights of Oranj 2.0’s redesign also include:

  • Mobile Optimization: Oranj is now mobile friendly and can be viewed across all devices. Technology is evolving faster than ever and today most people are accessing the internet through a mobile device.  
  • Online Account Opening & Transfer: Opening and transferring an account is one of the biggest clogs in an advisor’s process. Oranj now provides advisors with simplified processing of account opening and transfer information. Through LaserApp and Docusign, Oranj streamlines the experience for clients/prospects as well as the advisors’ back office process. 
  • Real-time Profile Tracking: Traditionally, advisors are often left to rely on a tickler file to help drive their activity, leading the advisor to contact clients or prospects blindly without a real purpose. With Oranj, advisors can now see in real-time when their clients and prospects are adding or changing goals, accounts and updates to their profile – providing purpose for outreach.
  • Matched Portfolio: Advisors now have a digital resource to match a client or prospect to a customized portfolio designed by the advisor. Advisors can provide some robo-advisor capabilities without having to hire a robo-advisor to manage portfolios for them. Directly from the advisors website, a prospect can get matched with a customized portfolio and open or transfer an account.

About Oranj:
Oranj was created as a result of a simple observation; people have transformed how they live, work, shop and buy things. Oranj provides advisors with a digital application to provide clients and prospects with a state-of-the-art personal financial management application, a powerful way to connect with clients/prospects, demonstrate value, increase scalability and streamline both front & back office processes. For more information visit: http://www.runoranj.com.

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