New ‘Playbook Portfolios’ Will Revolutionize How Economic Advisors Do Enterprise

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Initially-of-form answer, available solely on the Oranj platform, delivers portfolios constructed by independent fiduciary strategists — with no overlay charges — to advisors concentrated on conference shopper requires in hard situations

CHICAGO, Oct. 29, 2020 /PRNewswire/ — Oranj, a software package system that assists economic advisors streamline portfolio management and shopper service, today introduced that Playbook Portfolios will launch in the coming months. This new program, the very first of its kind in the economical services business, will give simple entry to portfolios crafted by independent 3rd-celebration strategists. Playbook Portfolios, readily available completely on the Oranj platform, will revolutionize financial investment administration for monetary advisors. The method produces a bridge in between independent strategists and asset professionals to provide diversification, abilities and independence to investing without expanding expenditures for advisors and their clientele.

By bringing collectively independent strategists to establish expense solutions from a various collection of asset supervisor cash and low-price ETFs, Playbook Portfolios delivers bigger performance for advisors. In addition to variety in investment decision assortment for shopper portfolios, advisors have access to the skills and insights of investment decision strategists on a solitary platform, and the self confidence of independent, third get together fiduciary portfolio development. Additionally, there are no overlay charges for the Playbook Portfolios application.

“Playbook Portfolios presents a potent value for advisors who are wanting to obtain investment administration abilities devoid of increasing the cost of investing for customers,” stated David Lyon, founder and CEO of Oranj. “Now a lot more than ever, advisors have the opportunity to employ revolutionary investment decision remedies to preserve their corporations efficient and to meet up with their clients’ wants. Buyers have to have their advisors to assistance them navigate monetary selections in these uncertain instances. By liberating up advisors to spend extra time with purchasers and considerably less time constructing portfolios, Playbook Portfolios is developed to be an extension of the advisor’s workforce but without greater expenses or overhead.”

“Playbook Portfolios is the 1st of its sort,” continued Lyon. “It is an important different for advisors compared to most turnkey asset management platforms and models at the moment in the marketplace. With other turnkey products, advisors may possibly see some benefit but they will boost charges to their shoppers. Playbook Portfolios generates the best of both worlds to fulfill the wants of advisors and their consumers.”

HOW IT Performs

Asset Administrators – Market-foremost asset managers supply a numerous collection of money and lower-value ETFs for inclusion in Playbook Portfolios

Independent Strategists – Operating in a fiduciary capacity, unbiased third-occasion strategists build investment solutions from the out there resources and ETFs

Oranj Marketplace – Playbook Portfolios are then added to the Oranj system

Impartial Advisors – Unbiased advisors get no-expense obtain to Playbook Portfolios’ multi-supervisor investment remedies via the Oranj Market

Customers – Appreciate far more time with their advisor and fiduciary-built portfolios with no supplemental expenses

Ideal-IN-Course Option

“We have teamed up with ideal-in-class strategists and asset administrators in producing Playbook Portfolios and their participation has been enthusiastic,” mentioned Lyon. “The program is unique as it presents advisors entry to portfolios manufactured by primary strategists with no expanding fees for the advisor or their purchasers.”

“Soon after viewing Oranj knock down barrier just after barrier at fintech conferences and advisor-concentrated conferences, it was a pleasant surprise to be thought of as an inaugural strategist on their multi-supervisor model platform,” stated Benjamin M. Lavine, CIO at 3D Asset Administration, 1 of the fiduciary strategists who has joined the application. “It has been an honor and a enjoyment functioning with these types of a exceptional team of professionals. We are happy to support the Playbook Portfolio energy as properly as the advisors who adopt the tool-set.”

“We are very pleased to husband or wife with Oranj on the generation of their new Playbook Portfolios,” explained Jason Schwarz, COO of Wilshire Associates, whose organization has joined the plan as a fiduciary strategist. “As RIAs ever more put into practice model portfolios, Wilshire is committed to aiding money advisors working with the Oranj product market by giving them with diversified products constructed from marketplace major third party mutual cash and ETFs, with no more overlay fee.”

“We are fired up to lover with Oranj on their new Playbook Portfolios, and their ongoing innovation in the fiscal companies business,” stated Andrew Swan, CEO of IDX. “As RIAs are more and more making use of product portfolios to supply much more subtle options for their consumers, IDX is fully commited to aiding this work by furnishing policies-dependent and tactical remedies as a result of Oranj and, most importantly, at no added cost to the RIA.”

“We at Worth Line Cash are fired up to participate in this new Oranj software that gives advisors and their shoppers access to expertly-developed methods whilst assisting cut down the value of investing,” reported Thomas Sarkany, Director of Advertising and marketing of Price Line Money. “This construction gives a exclusive way to showcase compelling fund stories as key aspects within these new investment decision types.”

To master additional about Playbook Portfolios check out


Oranj simplifies advisor know-how without having sacrificing sophistication or rising expenses, serving to economical advisors devote significantly less time handling and more time advising clientele. The single system streamlines portfolio administration and client service, and presents advisors with rebalancing/trading, client/prospect management, portfolio management, and a customer portal. For a lot more facts about Oranj and its free to low-expense prosperity management system, stop by, link with them on LinkedIn, or adhere to @runoranjdotcom on Twitter.

Speak to:

Corrine Smith or Grace Vogelzang
Influence Communications, Inc.
913-649-5009 | 800-974-7753
[email protected]
[email protected]

Related Pictures

New “Playbook Portfolios” will Revolutionize How Economic Advisors Do Business
To start with-of-variety remedy, offered exclusively on the Oranj platform, provides portfolios constructed by independent 3rd-bash strategists

Playbook Portfolios: How it Functions
New “Playbook Portfolios” will Revolutionize How Fiscal Advisors Do Enterprise


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