White-Label Oranj and Connect Managed Data

White-Label Oranj and Connect Managed Data

White-Label Oranj and Connect Managed Data during the initial steps of setting up the Oranj software, your Firm Admin has the responsibility to ensure your digital platform is white-labeled to represent your firm. There are several items needed for your software to be white-labeled. We ask for items like your firm logo, a unique favicon, and your firm’s disclaimer. These firm-specific items will personalize the look and feel of the advisor dashboard as well as the client dashboard that will be used by both clients and prospects. It is important to note that before you invite your clients to use the software, you need to make sure the managed data of your clients are syncing properly with the Oranj software. Please watch this video to learn how to upload and edit your firm logo, disclaimer, and other demographic information needed to white-label your firm.

 

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