Account & Portfolio Tags

Tags provide you with the ability to create custom filters to easily find and organize accounts and portfolios with Oranj. For example, tags can be used to identify accounts that are scheduled to be rebalanced monthly or have a required minimum distribution. Tags are created and managed by the firm admin and any adviser can apply tags as needed.

Creating Tags

To create a new tag, navigate to the Admin tab, then click the Tags tab. Click Create a Tag and choose your tag description and color.


Using Tags

Tags can be applied to both accounts and portfolios. To apply a tag, click on an account or portfolio, click +Add/Remove Tags, and then choose which tags you would like to apply. Once applied, you can filter for specific tags using the search dropdown on the accounts page.


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