Oranj Release Notes

The Oranj development team is continuously working to improve our product. We do frequent releases of new features and fixes to existing functionality that just doesn't quite live up to our high standard. We welcome and appreciate your feedback on how we can improve Oranj.

September 23, 2020

New Notification when Client First Login:  Don't miss it when your contacts signs into your Oranj client portal for the first time. Now you can choose to receive an email and/or text notification when your client or prospect logs into the investor portal for the first time. Learn More

Benchmark Data in Strategist and SubAdvised ModelsStrategist and SubAdvised models now include the asset manager's designated benchmark data. Scroll to the right while you are in the grid to see this new data. 

Rebalance Results Cash Balance:  Based upon your feedback, we have now broken down the projected cash in the rebalance results view into Total and Liquid Cash. 

Client Investment Reporting BETA- We are thrilled to be adding Reporting to our feature set in the very near future. We are currently in a BETA program, putting on the final touches. The reports are straightforward, easy to produce and explain, and deliver the performance details that matter clients. Curious? Call Advisor Services for help and more details. Learn More

August 26, 2020

Compliance ReportsSubscribers of Oranj Pro now have access to all data for comprehensive auditing and research needs from the Firm Vault. These firm-level reports include data for all advisors and contacts within your firm. Learn More

  • Chat messages with your clients
  • Documents in your clients' vaults
  • Client notes taken on the contact record

Updates to the Rebalance Review: Based upon user feedback and as part of our quest to provide continuous improvements and usability, we have made several changes to the Rebalance Review.  Highlights include:

  1. All columns are sortable
  2. The default sort of the data is on Difference column (ie. your largest trade recommendations will be at the top of the grid)
  3. Improved horizontal scrolling
  4. Replaced Security Name with Ticker Symbol in the parent row
  5. Added a column for Asset Class
  6. Added ability to expand/collapse all of the rows

August 12, 2020

Multi- Advisors FIX Trading: Based upon user feedback we have added the capability for a firm to have multiple FIX trading credentials to accommodate all advisors who will be trading their accounts.

Delete Permissions in Vault: Building on our previous work we added permissions on document deletion in the vault. Now an Advisor can only delete documents they have added to the vault and clients can only delete documents they have added.

July 28, 2020

Vault Sharing: Now you can choose what your contacts see in the client portal by sharing and unsharing files in their vault. Once a file is shared, your contact can see the file in their vault and will receive an email notification. Learn more

Closed Accounts: Once detected, Closed Accounts now filtered out of the Managed Accounts grid. You will be notified that the account has been marked as "closed" in your activity feed. All historical data regarding this account will be maintained throughout the platform. Learn more

Improved Trade Execution Permissions: In addition to accounts assigned as Advisors, Firm Admins have permission to execute trades and export trades files for all accounts in the firm.

 

July 21, 2020

Wash Sale Rules: Oranj will now automatically review your trades against your past transactions and open lots to identify potential wash sales within your trade recommendations and you can set it to either warn or block you from making such trades. This new setting can be found in the Firm Admin Trade Settings screen.

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Minimum Holding Periods: You can now set your accounts to recognize a minimum holding period on your mutual fund trades and Oranj will help you follow those rules to avoid unnecessary fees from your custodian. This new setting can be found in the Firm Admin Minimums & Notifications screen.

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July 15, 2020

Dark Mode: customize your Oranj experience. If you prefer a dark background, in My Profile, accessible in the menu under your name in the upper right hand corner if you are logged in to the application, simply change your preference of Theme.

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Deleted Accounts: when you delete an account in Oranj we will no longer display the account or include it any calculation even though it is still an active account at your custodian.

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New Clients Investments Tab in Contacts Record: on each client’s profile page, there is a new Investments tab that gives you household level views of both managed and heldaway investment accounts

  1. Changes in investment balances over time
  2. An investment accounts summary
  3. Underlying holdings at the asset class or account level

Advisor Individual Rebalance Review & Trading Permissions: With this feature, firms with multiple Advisors operating under the same umbrella now have more control and better separation of rebalance and order management.

 

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