Close Close
Sign In
Newsletters
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
Podcast Center Video Center Webcasts Resource Center Events
About ThinkAdvisor Contact Us Advertise With Us Asset & Logo Licensing Sitemap Terms of Service Privacy Policy Copyright © 2024 ALM Global, LLC. All Rights Reserved.
ThinkAdvisor

Technology > Marketing Technology

Oranj and Redtail Join Up to Improve Advisor Efficiency

By Ginger Szala

X
Your article was successfully shared with the contacts you provided.

Oranj, the free end-to-end wealth management software, will integrate with Redtail Technology, a provider of web-based client relationship management for financial advisors, the firms announced Thursday.

The combination will allow users real-time updates across both platforms and “provide a seamless flow of client data, minimizing errors and redundancies,” the companies said in a statement.

“Our integration with Redtail can help advisors reduce their practices’ software costs by potentially replacing other costly software they’re using to run their businesses,” David Lyon, Oranj founder and CEO, said in a statement.

Redtail users will be able to link their CRM to Oranj’s platform, which will provide the following capabilities without cost to the advisor:

  • Digital onboarding
  • Custodian-agnostic account data aggregation
  • White-labeled client portal
  • Dashboards for both advisor and client
  • Account open and transfer with DocuSign integration
  • Model marketplace
  • Rebalancing
  • Trading featuring straight-through order processing

Advisors now have a way to sync client data from their CRM to Oranj’s platform, said Redtail CEO Brian McLaughlin, in a statement. “Ultimately, advisors will spend less time focused on technology and have a variety of tools to further their success”

— Related on ThinkAdvisor:

Ginger Szala

@gingerszalaink

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.