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About this Product
Oranj is the industry's first freemium wealth management platform:
- A modern experience so investors can monitor their finances
- Powerful back-office tools for portfolio management
- A free platform to reduce overhead and the cost of investing
Oranj is the industry's first freemium wealth management platform, giving financial professionals everything they need to run an efficient practice and provide investors with an interactive and engaging experience. Oranj helps advisers offer financial advice for the digital age; a modern experience for clients means investors can see 360-degree access to their entire financial lives, powerful back-office tools help advisers manage day-to-day portfolio management tasks and the no-cost platform means advisers can increase profits and lower the cost of investing for investors.
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API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.