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account-aggregation
Press Release
Oct 8, 2019
Oranj Adds New Choice and Customization Options to Its Model Marketplace for Financial Advisors
Franklin Templeton and Teton Advisors join the expanding list of asset managers on the custodian-agnostic platform
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Press Release
Mar 13, 2019
Oranj Delivers Award-Winning Account Aggregation and More to MoneyGuide Users for Free
New integration seamlessly connects MoneyGuide's sophisticated financial planning capabilities with Oranj's comprehensive wealth management software to easily identify held-away accounts
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Press Release
Sep 13, 2018
Oranj Named 2018 WealthManagement.com Industry Awards Finalist
The industry's first free wealth management technology recognized for superior account aggregation
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Press Release
Feb 9, 2018
AdvisorEngine Unveils New Experience for Prospects and Clients
New take on client portal creates a digital environment where advisors can deliver holistic wealth management
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