Inviting Contacts to your Firm's Investor Portal

Inviting Contacts to use their Investor Portal

Once you have created the contact in Oranj, you can invite them to begin using their own Investor Portal to view and track their financial lives.  They will be able to track their investments, goals, utilize their vault, and many other key activities.  To begin, you will need to create the contact and then invite them using the button inside the contact page.

Upon clicking the Invite button, the client will receive an invite that you customize to send.

To learn more about the contacts portal, Click Here!