The industry's first free wealth management technology recognized for superior account aggregation
CHICAGO, September 13, 2018 (Newswire.com) - Oranj, the first free, end-to-end wealth management software, has been recognized by Wealthmanagement.com as a finalist for their 2018 Industry Awards. The growing technology firm was recognized for their innovative approach to account aggregation, which layers multiple account aggregators on top of each other to ensure each respective aggregator is assigned the type and/or institution of held-away accounts they work best with, further optimizing the account aggregation process for advisers.
“Our goal from the inception of Oranj was to provide value where advisors have the biggest pain points and account aggregation is one of them,” commented Oranj founder and CEO David Lyon. “As a former advisor, I knew that if we could solve this problem for advisors, we could be an invaluable tool. We thank the judges for this recognition.”
Oranj’s account aggregation process utilizes three of the industry’s largest account aggregators — Quovo, Yodlee and ByAllAccounts — to gain a 360-degree view of their client’s life, including investment accounts, real estate, loans and held-away accounts. The firm is custodian agnostic, allowing advisors to access accounts from custodians of their choosing.
Our goal from the inception of Oranj was to provide value where advisors have the biggest pain points and account aggregation is one of them. As a former advisor, I knew that if we could solve this problem for advisors, we could be an invaluable tool. We thank the judges for this recognition.
Winners are selected by a panel of independent judges made up of top names in the industry. A record number of nominations were submitted in 2018 — more than 600 entries were received from nearly 250 companies. In total, 156 organizations were selected as finalists in one or more of the 67 categories in this year’s awards program. Winners will be announced on Sept. 13 in New York City.
To learn more about Oranj or to get started today, please visit https://runoranj.com/.
Oranj is the industry’s first freemium wealth management platform, giving financial professionals everything they need to run an efficient practice and provide investors with an interactive and engaging experience. Oranj helps advisers offer financial advice for the digital age; a modern experience for clients means investors can see 360-degree access to their entire financial lives, powerful back-office tools help advisers manage day-to-day portfolio management tasks and the no-cost platform means advisers can increase profits and lower the cost of investing for investors. For more information about Oranj, please visit www.runoranj.com or follow @runoranjdotcom on Twitter.
Jessica Taylor Shores