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Between Sessions with Oranj at T3 Enterprise 2015

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Innhold levert av FPPad. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av FPPad eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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.

  continue reading

50 episoder

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Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on February 27, 2024 05:50 (7M ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 157896990 series 1236085
Innhold levert av FPPad. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av FPPad eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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.

  continue reading

50 episoder

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