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.