Client Help Center Video Collection

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.

Profile Creation

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.

Add Goals

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.

Interactive Vault

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

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.

Investment Strategy

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.

Liquidity Position

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.

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