Getting Started

Quick Start Checklist

• Connecting to Your Custodian
• Creating Your Firm
• TD Ameritrade - Institutional Direct Connection FAQ

Help & Support

• Finding Help in Oranj

Home Dashboard

Adviser Dashboard Overview

• Track Net Worth
• Vault
• Activity Feed
• Investment Strategy
• Monitor Account Activity
• Track Cash Flow

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Messaging

• Messaging

My Profile

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

Contacts

Contacts Intro and Best Practices

• Importing your Redtail Contacts
• Introduction to Contacts
• How to Create Contacts

The Contacts Grid

• Navigating your Contacts

Contact Record

• Notes
• Contact Profiles
• Add Accounts for Clients & Prospects
• Add Goals for Clients & Prospects

Accounts

Accounts Best Practices

• Assigning Types, Owners, and Models to Accounts

Model Marketplace

Marketplace Pro

• Introduction: Oranj and Marketplace Pro

My Firm's Collection

• Custom Models
• Assign Models to Accounts
• Modify Models
• Strategist Models
• Model of Models

Sub-advised Models

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

Trading & Rebalancing

Trading Customizations

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

Rebalancing

• Tax-Loss Harvesting
• Raise Cash
• Householding & Household Portfolios
• Trading & Rebalancing

Trading

• Directed Trading
• Direct FIX Trading and File Export

Admin

Firm Info

• Firm Info
• Add & Invite Advisers
• Setup for Non-Firm Admin Advisers

Tags

• Account & Portfolio Tags

Account Opening/Transfer Setup

• Account Opening/Transfer Introduction
• DocuSign Introduction
• Rep Codes and Account Opening/Transfer
• Signing Order for DocuSign
• DocuSign and Account Opening/Transfer
• Risk Tolerance Questionnaire