Our New Partner webinars provide you with the details you need to 1) determine whether or not a new integration partner might be beneficial to your office and 2) if so, learn how to get signed up, set up and using the integration between Redtail and that new partner.
Oranj is the industry’s first free wealth management platform, giving financial professionals everything they need to run an efficient practice and provide investors with an interactive and engaging experience. Oranj helps advisers offer financial advice for the digital age. A modern experience for clients means investors can see 360-degree access to their entire financial lives. Powerful back-office tools help advisers manage day-to-day portfolio management tasks and the no-cost platform means advisers can increase profits and lower the cost of investing for investors.
Completely free for advisers and their clients, the Oranj platform offers a secure document vault, client collaboration tools, aggregated data from more than 15,000 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. Oranj also offers access to institutional-grade trading and rebalancing solutions developed over 10 years.