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

The growing Chicago-based technology provider is recognized for its team-first culture, unique office space, and healthy work/life balance.

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

Fundraiser for charity A Leg to Stand On will take over City Winery with music on two stages

Customized onboarding and ongoing support reduces complexity for financial advisors, and optimizes their experience with the Oranj platform.

Summer interns supervised by tenured software engineers show how new, emerging talent can be applied to financial technology applications

Financial services colleagues invited to enjoy a night of rock & roll to raise funds for free orthopedic care for children in need.

Financial services colleagues invited to rock out for charity, raise funds for free orthopedic care for children in need

TradeWarrior trading and rebalancing technology now powered with account aggregation, advisor dashboard and investor portal on the free Oranj platform.

The wealth management platform recognized for its new investor portal and model marketplace.

The Chicago-based technology firm earns a spot on the global list of innovative companies serving wealth and asset management industries

Anchor Capital, Natixis and Putnam join the growing list of asset managers on the custodian-agnostic platform

New integration seamlessly connects MoneyGuide's sophisticated financial planning capabilities with Oranj's comprehensive wealth management software to easily identify held-away accounts

The growing Chicago-based wealth management technology provider recognized for culture of open communication and employee support for the annual award.

Custodian-agnostic marketplace passes first anniversary and gains traction among advisers seeking to implement third-party investment models

The industry's first free wealth management technology recognized
for superior account aggregation

Redtail advisers will now have access to the industry's first free wealth management software and model marketplace