Quick Start Checklist

• Creating Your Firm
• Connecting to Your Custodian
• Personalizing Your Firm
• Inviting Firm Advisors to use Your Oranj App

Help & Support

• Oranj Release Notes
• Finding Help in Oranj
• TD Ameritrade - Institutional Direct Connection FAQ

Advisor Dashboard Overview

• Advisor Home Dashboard Highlights
• Contacts
• Average Net Worth History
• Investments
• Model Assignment
• Activity Feed/Watchlist

My Profile

• Email & Text Notifications
• MoneyGuide Integration Setup
• Profile Settings

Contacts Intro and Best Practices

• Introduction to Contacts
• How to Create Contacts
• Importing your Redtail Contacts
• Inviting Contacts to your Firm's Investor Portal

The Contacts Grid

• Navigating your Contacts

Contact Record

• File Sharing in the Vault
• Creating Client Notes

Households Contacts

• Households

Accounts Best Practices

• Managed Accounts Overview
• Assigning Types and Owners to Accounts
• Handling Closed Accounts
• Track Net Worth

Account Details

• Account Details

Household Portfolios

• Household Portfolios

Investment Reports

• Generating an Investment Report
• Investment Report Explained - For Investors
• Investment Report Features Supported By Financial Institution

Marketplace Dashboard

• Marketplace Dashboard Overview

My Firm's Collection

• Assign Models to Accounts
• Modify Models

Create Custom Models

• Custom Model, Strategist Models, and Model of Models

Strategist Models

• Strategist Models

Sub-advised Models

• Sub-Advised Models
• Custodian Requirements for Assigning Sub-advised Models
• Adhesion Sub-advised Models and Pricing
• Adhesion Trade Settings
• First Ascent Sub-advised Models

Model of Models

• Model of Models

Account Settings

• Account Trade Settings

Trading Customizations

• Global Security Settings
• Buy Location Optimization
• Security Equivalents
• Restricting Securities - Account Level
• Firm Trade Settings

Rebalancing

• Tax-Loss Harvesting
• Raise Cash

Trading

• Directed Trading
• Direct FIX Trading and File Export

Firm Info

• Firm Details and Branding
• Add & Invite Advisors

Tags

• Account & Portfolio Tags

Account Open/Transfer Setup

• DocuSign Introduction
• DocuSign Setup

Compliance Reports

• Compliance Reports