Introducing Oranj to Prospects

Introducing Oranj to Grow Your Business

The Client Dashboard is a digital platform that can be provided to both clients and prospects.

Introducing your prospects to the Client Dashboard,  allows them to get a sense of what it's like to work with you as an Advisor.

Just a few ways Oranj helps drive adoption among prospects...

  • Showing the value of the Client Dashboard.
  • Using the Matched Portfolio Wizard for account opening.
  • Providing recommendations without the hassle of face-to-face meetings.
  • Letting your prospects experience Oranj for themselves.

Below is a video that explains how the Client Dashboard helps manage your clients and helps turn prospects into clients. 

Growing Your Business with Oranj

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