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.