SEI has acquired Oranj’s cloud-native technology platform providing digital collaboration tools to financial advisers and their clients.
For advisers working with Independent Advisor Solutions by SEI, the acquisition is expected to unlock new opportunities for tech-forward client engagement, including a client portal that delivers the financial insights investors have come to expect in a digital-first world.
“From shifting investor expectations to a rapidly evolving technology landscape, financial advisers are facing radical change,” says Erich Holland, head of distribution and engagement for Independent Advisor Solutions. “They have an opportunity—and a responsibility—to build better financial futures for their clients. We’re committed to helping empower advisers’ transformations by putting the tools in their hands for meaningful conversations. We’re excited to add Oranj’s intuitive technology platform to SEI’s suite of solutions. We believe that bringing these valuable tools to our clients will enable advisers to more dynamically engage with their clients and help build investors’ confidence in the impact their financial futures can make.”
The Oranj platform streamlines portfolio management and client service. The portal available to investors provides them with an interactive view of their entire financial life. It includes a messaging feature and digital collaboration tools for advisers to work with their clients to adjust goals, share documents and more.
The platform also enables advisers to manage existing clients and prospect for new clients.