Oranj announced on Wednesday that it has upgraded its digital advice platform with a redesigned interface, streamlined goal tracking and the ability to consolidate held-away accounts.
Redesigned client and advisor dashboards show real-time data on a single-page workspace, and improvements to the site navigation make it easier for users to access data faster, according to a statement.
Clients can also choose to consolidate investment accounts at other institutions. The platform has been updated to make goal setting easier by clicking a button to assign accounts and percentages.
“Oranj redefines the advisor/client journey by providing advisors with state-of-the-art digital advice tools that optimize their business and place their clients in the driver’s seat,” David Lyon, CEO and founder of Oranj, said in the statement. “The updates to the Oranj platform empower advisors to further improve the client experience while easily tracking and archiving the decision-making process for all account actions.”
Docupace announced on Monday that is has launched its ePACS Connect platform to offer additional features and cybersecurity measures as part of its ePACS Productivity suite.
Built-in features of the new offering include SmartForms technology, a centralized document vault, encryption, cyber security monitoring and reporting, mobile access and vendor risk assessments.
The ePACS Connect user interface features a new dashboard with split screens, customizable “dashlets,” a flexible search function and a streamlined navigation that reduces the number of clicks required to complete important functions.
Michael Pinsker, CEO and president of Docupace Technologies, said in a statement that the enhancements are the result of over 100,000 hours invested in improving best practices for users.
“Advisors want to spend time on value-added tasks with their clients. But in order to have those high-value interactions, they need the support of thorough, efficient systems that can take care of the less glamorous, time-consuming, and albeit necessary business processing workload that comes with being a successful advisor,” he said in the statement.