Client Support Center
Oranj provides a "knowledge base" Client Help Center for both your clients and prospects. We strongly encourage you to provide this link to your clients. Our Client Help Center is a great tool for your clients to learn how to use their Client Dashboard and to submit support tickets as needed. Included in the Client Help Center are short educational videos that will guide the user on how to use various features within the application.
Welcome to the Client Dashboard
Below is an introduction video that we recommend sending to your clients and prospects to help get them familiar with the Client Dashboard.
It is important that your clients and prospects know how they can edit their profile settings. Please watch the video below to learn how to add and update personal information.
Adding goals are an essential part your client's financial journey. This video explains how your clients and prospects can add and update goals to their Client Dashboard.
Add Financials: Introduction, Aggregating Financials, and Manual Financials
Below are three videos that will explain to your clients and prospects how the Client Dashboard keeps their financial lives organized. These videos also explains the clear distinction between account aggregation and manual entry.
Introduction to Adding Financial
Aggregate Financial Accounts
Add Manual Financial Accounts
Online Account Opening
Below are two videos that will teach your clients and prospects how to use their Client Dashboard to open an account online and also transfer an existing account.
Open an Account
Transfer an Account
Activity Feed & System Notifications
Here is a video that will explain to your clients and prospects how to utilize the activity feed and notification system in the Client Dashboard. Both of these features are a great way to keep them informed of their financial status.
Here is a video that explains to your clients and prospects how the vault is designed to store their financial documents in one place.
Messaging is a key component of communicating through Oranj. Here is a video that will explain to your clients and prospects how the messaging feature works within the Client Dashboard.
Each client's needs are different, therefore each investment strategy is different. This video will help your clients and prospects better understand the balances and holdings within their investments for both their managed and held-away accounts.
Insurance & Risk Management
Here is a video explaining to your clients and prospects how insurance planning can help plan for what is needed, when savings or investments is not enough.
Track Net Worth
Here is a video that will explain to your clients and prospects how their Client Dashboard with help them track and manage their assets and liabilities.
Accounts & Spending
Here is a video that will explain to your clients and prospects how their Client Dashboard can help manage and track their spending.
To help your clients easily measure their liquidity, here is a video that explains how one's liquidity position is an important aspect of their financial life.