Invite 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.

Let's focus on the ways you can use your Advisor Dashboard to invite clients and prospect. This is a great first step in introducing the value of your business, while also working closely with an advisor through a digital solution like Oranj.

Invite Clients and Prospects

Watch this video to learn how to promote the value of your digital platform through a customized invitation. This invitation will facilitate your existing clients and prospects to create a user profile. 

 

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