First-of-kind solution, available exclusively on the Oranj platform, brings portfolios built by independent fiduciary strategists — with no overlay fees — to advisors focused on meeting client needs in challenging times
Investment reports that allow advisors to quickly and easily generate detailed client communications
Full suite of KraneShares ETFs and model portfolios now available on the Oranj custodian-agnostic platform
ROBO Global, an index, advisory and research company, joins the growing list of asset managers on the Oranj custodian-agnostic platform
2020 "Wealthies" competition honors outstanding achievements in the financial services industry
Wilshire Associates joins the growing list of asset managers on the Oranj custodian-agnostic platform
Liberty One Investment Management joins the growing list of asset managers on the Oranj custodian-agnostic platform
Pacific Funds join the growing list of asset managers on Oranj's custodian-agnostic platform
Value Line Funds join the growing list of asset managers on Oranj's custodian-agnostic platform
Allianz Global Investors joins the growing list of asset managers on Oranj's custodian-agnostic platform
IDX Advisors join the expanding list of asset managers on the custodian-agnostic platform
Franklin Templeton and Teton Advisors join the expanding list of asset managers on the custodian-agnostic platform
Anchor Capital, Natixis and Putnam join the growing list of asset managers on the custodian-agnostic platform
Custodian-agnostic marketplace passes first anniversary and gains traction among advisers seeking to implement third-party investment models