Seed Funding Round Secured From Original ScratchWorks 2018 Investors
Momentum continues in 2019: The technology and custodial services provider named to CIO Review's 50 Most Promising FinTech Solutions Providers of 2019.(1)
Fiduciary mission is catalyst as the Texas-based independently-owned and operated financial advisory firm focuses on serving a select clientele with sophisticated needs
TradeWarrior trading and rebalancing technology now powered with account aggregation, advisor dashboard and investor portal on the free Oranj platform.
Mitch Anthony, Cheryl Holland CFP® and Dr. Valerie Young are speaking on Delivering Value, Great to Exceptional Client Service, Imposter Syndrome at annual gathering.
The compliance dashboard will drive comprehensive portfolio risk assessment and risk monitoring for the billion dollar TAMP to give advisors an operational edge
New integration seamlessly connects MoneyGuide's sophisticated financial planning capabilities with Oranj's comprehensive wealth management software to easily identify held-away accounts
Florida-based MarTech firm continues to earn high praise from industry insiders and financial advisors adopting their omni-channel marketing system.