Getting Started Firm Admin Video Collection

White-Label Oranj & Connect Managed Accounts

Learn how to upload and edit your firm logo, disclaimer, and other demographic information needed to white-label your firm.

 

Assign Clients to Advisors | Assign Accounts to Clients

Learn how to connect your clients to their advisors and the client's to their managed accounts.   

 

Create & Invite Advisors

Learn about the administrative capabilities Firm Admins have over Advisor profiles. 

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