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Practice Management > Building Your Business

Oranj, Docupace Upgrades Digital Offerings: Tech Roundup

By Danielle Andrus

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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.

On Monday, UNAPEN announced it completed its integration with Laser App. UNAPEN provides advisors who serve high-net-worth clients with CRM and other business solution.

UNAPEN will offer its advisor clients access to Laser App’s desktop and cloud solutions, according to a statement.

“Integrating with Laser App was a natural next step for us,” David Gemma, CMO and managing director at UNAPEN, said in the statement. “We recently celebrated our 25th year in business. We have reached this point by listening to our clients and valuing their feedback. Laser App was a demand from our clients that we could not ignore and it has received a very positive response from all users.”

(Read The 5 ‘Mega Trends’ Remaking Wealth Management as identified by Laser App.)

The College for Financial Planning announced in January that it has launched digital badges that help clients easily validate an advisor’s designations. The college partnered with an independent third-party, Acclaim, which hosts the badges. Graduates of the college’s programs can set up free profiles on Acclaim

The badges can be shared on social media and websites, and in email and digital documents. Clients, prospects, and potential employers or partners could click on the badge to see more information about the designation, including how long the advisor has held it and when it expires.

“As we move deeper into the digital age the manner in which we evaluate professional credentials is evolving,” CFFP President John Sears said in a statement. “We look to social media profiles and web presence to document and verify the legitimacy of the credentials presented by a potential advisor, counselor or agent. The new CFFP digital badges provide an exciting new way for our graduates to share their professional accomplishments with others. It’s the perfect complement to more traditional methods such as showcasing credentials on business cards, resumes, and printed materials.”

The College for Financial Planning offers badges for Chartered Retirement Planning Counselor and Chartered Retirement Plans Specialist; Accredited Asset Management Specialist, Accredited Wealth Management Advisor, Accredited Portfolio Management Advisor and Accredited Domestic Partnership Advisor; Chartered Mutual Fund Counselor; Master Planner Advanced Studies; and the Foundations for Financial Planning program leading to the RP Professional designation. 

— Read When it Comes to Financial Literacy, Fintech Is Dropping the Ball on ThinkAdvisor. 

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