“Best wealth management software in the market! Absolutely loved it.”
The wealth management software at Highway Title Loans is hands-on with is Oranj. Be it managing the day to day financial activities of clients, helping identify areas of investment for each client, or keeping a track of all essential financial aspects that the client should be aware of - Oranj is a one-stop solution. Discussing at one glance what all it does, so basically it streamlines portfolio management for the company, the inbuilt advisor dashboard works as a great companion for the advisors to put out their thoughts to service clients and the rebalancing and trading feature ensures the client knows all about where his/her money is being invested. One personal favorite element of Oranj is their Client Portal - this is a snapshot of each client’s financial activities that can be viewed by just him/her.
Pros:
1. It’s free - Utilise the resources of one of the best wealth management software without having to invest something
2. Lets you create investment account reports, efficiently & effectively
3. Utilize pre-built solutions from leading investment managers and implement them
Cons:
1. Not very user friendly - One needs to train employees to get used to working with Oranj
2. Complete Wealth Management Product - Your company may not need too complex functions that are being offered by the software
3. Clients may not be comfortable remembering to add every financial activity they perform