I met with David Lyon, CEO at Oranj, between sessions at T3 Enterprise 2015 to dive into the details of what he discussed during his general session presentation at the conference.
Known for their vibrant orange shoes, Oranj is designed by advisors, for advisors (and they’re not afraid to say it!), to be the advisor’s digital practice manager that offers a client portal with secure messaging and a collaborative document vault built in.
Lyon said that Oranj was built to be an “Advisor+” solution, and while Oranj has robo-advisor-like features, the platform is not intended to completely replace the advisor. Rather, Lyon added, Oranj takes the existing activities of an advisor and adds systematization and scalability to those activities.
