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  1. Oranj
  2. Dashboard Solutions
  3. Deliver Financial Advice

Deliver Financial Advice

When your contact requires a deeper look into a specific area of their financial life, your dashboard provides them individual dashboards that show them key details in the following areas: Net Worth, Investments, Accounts, Cash Flow, Goals, Insurance, and Liquidity.

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  • Track Net Worth
  • Investment Strategy
  • Monitor Account Activity
  • Track Cash Flow
  • Track Goals
  • Liquidity Position

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