How to Build and Customize the Matched Portfolio Wizard

How to Build and Customize the Matched Portfolio Wizard

Firm Admins have the administrative responsibility to create and manage the Matched Portfolio Wizard. Advisors should also have a good understanding of how the Matched Portfolio Wizard works. It is important for advisors to be aware of the tools that Oranj offers and how to leverage these tools to turn prospects into clients. 

Getting your firm started with the Matched Portfolio Wizard is simple. Watch this video to learn more about the fundamentals of the Matched Portfolio Wizard.

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