Drive Users to Oranj
There are three distinct and valuable ways of driving clients and prospects to their Client Dashboard;
- Creating the user profile,
- Inviting the users to create a profile, and
- Using the Matched Portfolio Wizard.
You can learn more about the Matched Portfolio Wizard by clicking here.
Create Clients and Prospects
Watch this video to learn how to create a user profile. You will also learn how to provide immediate access to your clients and prospects from within the Advisor Dashboard.