Create Clients and Prospects

Drive Users to Oranj

There are three distinct and valuable ways of driving clients and prospects to their Client Dashboard; 

  1. Creating the user profile,
  2. Inviting the users to create a profile, and
  3. 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. 

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