The Investor Portal for Clients and Prospects

Oranj is excited to announce a completely redesigned Investor Portal! Now mobile-friendly and easier than ever to use, the new Investor Portal within Oranj can help your clients manage their entire financial lives in brand-new ways - even when they’re on-the-go.

The new portal, with a redesigned experience fully supported on mobile devices, has been reimagined to provide a modern digital advice experience. In addition to a new intuitive interface, the portal helps investors:

  • Link all personal and adviser-managed accounts
  • Track and monitor investment performance
  • Engage in goal-based financial planning
  • Communicate securely and in real-time with their adviser
  • Upload and store documents that are relevant to their work with their adviser

Check out the video below for a full overview of its wide-ranging capabilities. 

 

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