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