Collaboration Tools Video Collection

Activity Feed & System Notifications

Learn how Oranj incorporates big data and instant notifications of account activity and dashboard interactions to give you the information you need to make recommendations to clients and prospects. 

 

Interactive Vault

Learn how Oranj is a one stop shop for financial advisors to collaborate with clients and prospects, including an interactive vault where documents can be stored and discussed.

 

Messaging

Learn how you can begin to collaborate with clients and prospects in a much more scalable manner by way of Oranj's messaging feature.

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