Main Bullet points:
- A Modern Client Experience – Clients and prospects alike need an intuitive interface to access your service and expertise without lengthy meetings. As a trusted advisor, you can also gain complete insight into the entire financial picture and address areas of opportunity to serve your clients as their needs arise.
- Ensure Your Clients Are Correctly Allocated – In today’s fast-paced market, it can be challenging to keep up with your client investment portfolios while target allocations move at any given time. Learn how investment professionals can help their clients stay on track efficiently and effectively.
- A Fully Integrated, End-to-End Solution: Learn how we’re addressing adviser demand for more sophisticated, user-friendly software solutions that streamline many areas of their practice.
David Lyon ~ Biography
David Lyon is CEO and Founder of Oranj, a digital advice platform that enables Advisors with enhanced client management and business development. Launched in 2014, David identified the need for the software, as consumers continue to transform the way they work and live, providing advisors with the digital tools to enrich the lives of their clients through a personal & customized wealth management experience.
Prior to Oranj, David was the Principal of Main Street Financial, a $300m+ AUM multi-family office in Chicago, IL.
David is often sought out by the media and as a speaker for his insight on financial technology trends and business analysis within the investment industry. David has recently spoken at industry conferences such as the Morningstar Conference, FSI Conference, TD Ameritrade Institutional Conference, T3 Conference, INvest Conference and has been featured in the New York Times, Wall Street Journal, Financial Planning, Investment News, Reuters, WealthManagement.com and ThInkAdvisor.com.
Damon Deru ~ Biography