Advisor Training

Tools for Training

Once the Firm Admin sends the advisors their login credentials, it is time for them get started using Oranj.

We have included a Getting Started section in the Advisor Help Center to assist you in learning the various features within the application. This "knowledge-base" includes videos that will teach you how to get started and how to use Oranj to leverage your business.

We also have a Dashboard Solutions section that provides a high-level overview of various financial topics. These videos cover various features within Oranj that will help you deliver financial advice and use different collaboration tools with clients and prospects.

Schedule a Call

Here at Oranj, we have a Client Services Team that is dedicated to assisting you along your journey. To get started, we recommend that you schedule a personalized training call with your Client Services Representative. 

During this call, we will cover features like:

  • Advisor Actions: Inviting clients and prospects
  • Advisor Actions: Creating profiles for clients and prospects
  • Client Experience: Dashboard Navigation
  • Growing Your Business: Account Transfer and Opening 
  • Best Practices: Driving Clients and Prospect to Oranj

Click here schedule to schedule your training call today.

Client Help Center

We also provide a Client Help Center that you can offer to both your clients and prospects. This client-focused "knowledge-base" will give clients and prospects the tools to help them get started using their Client Dashboard.  

 

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