Oranj and Redtail Integration Unites CRM Leader With Industry's First Free Wealth Management Platform

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

Oranj and Redtail Integration Unites CRM Leader with Industry's First Free Wealth Management Platform

Oranj, the first free, end-to-end wealth management software, today announced an integration with Redtail Technology (Redtail), a leading provider of web-based client relationship management (CRM) for financial advisers. Redtail and Oranj users will now experience real-time updates across both platforms, providing a seamless flow of client data, minimizing errors and redundancies.

“A good integration simplifies, but a great integration can provide advisers with real efficiencies across the technologies that they use day in and day out to run their business,” said David Lyon, founder and CEO of Oranj. “Our integration with Redtail can help advisers reduce their practices’ software costs by potentially replacing other costly software they’re using to run their businesses.”

The integration provides Redtail users the ability to link their CRM with Oranj’s free wealth management platform. The platform includes a suite of client engagement features for servicing, managing and connecting with clients and prospects. By syncing client data, Redtail users can easily leverage the Oranj front-office tools to onboard new clients, aggregate managed and held-away accounts, monitor clients’ financial lives and open and transfer accounts. Oranj includes a wide array of capabilities for no cost to the adviser and investor, including:

●     Digital Onboarding
●     Custodian-agnostic Account Data Aggregation
●     White Labeled Client Portal
●     Dashboards for both Adviser and Client
●     Account Open and Transfer with DocuSign Integration
●     Model Marketplace featuring strategist models, sub-advised models and custom model creation
●     Rebalancing
●     Trading featuring straight-through order processing

“Redtail is committed to providing efficient and effective technology solutions for advisers to grow their firm and Oranj shares our same mission,” said Redtail CEO Brian McLaughlin. “This integration will offer advisers a way to sync client data from the CRM to Oranj’s wealth management platform and they’ll also have access to Oranj’s diverse model marketplace. Ultimately, advisers will spend less time focused on technology and have a variety of tools to further their success.”

In 2017, Oranj purchased a majority stake in TradeWarrior and added tax-efficient trading and rebalancing capabilities to their all-in-one platform. The firm later rolled out their model marketplace, providing access to third-party strategies. Today, the platform offers access to products and strategies from investment managers overseeing more than $8.2 trillion in total assets.

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.

Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office and email archiving solutions in the financial services industry. The company is dedicated to helping advisers efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low-cost and easy-to-implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisers exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona and Georgia. For
more information, visit  www.redtailtechnology.com.

Jessica Taylor Shores
Impact Communications
(913) 649-5009

Abbie Sheridan
FiComm Partners
(917) 636-4803

Source: Oranj


Categories: Customer Relationship Management, Financial News

Tags: CRM, David Lyon, Oranj, Redtail, RIA, Wealth Management, WealthTech

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