Deliver Financial Solutions Video Collection

Goals Planning

Learn how Oranj is used to assist you in the goal planning of your clients and prospects. 

 

Investment Strategy

Learn how Oanj is the center of your clients and prospects' investment life by offering an interactive Investment Dashboard that keeps their investment financials and goals in one place.

 

Insurance & Risk Management

Learn how Oranj is place where advisors, clients, and prospects collaborate on risk management, ensuring your firm is helping your clients plan for the future.

 

Track Net Worth

Learn how Oranj puts your clients and prospects' Net Worth in one, convenient location, giving them the confidence that they are on track to financial prosperity.

 

Accounts & Spending

Learn how Oranj helps users track spending accounts, helping them track their finances and allowing you to make recommendations. 

 

Liquidity Position 

Learn how Oranj helps advisors, clients, and prospects gauge and tracking their liquidity position from with the Advisor and Client Dashboards.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.