SEI Acquires Oranj Platform to Digitize Collaboration for Financial Advisors

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[{"type":"text","content":"Technology Designed to Help Advisors Build Better Financial Futures for Clients\n\n\nOAKS, Pa., March 31, 2021 /PRNewswire/ -- SEI (NASDAQ:SEIC) today announced the acquisition of Oranj's cloud-native technology platform providing digital collaboration tools to financial advisors and their clients. For advisors 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.\n\"From shifting investor expectations to a rapidly evolving technology landscape, financial advisors are facing radical change. They have an opportunity—and a responsibility—to build better financial futures for their clients. We're committed to helping empower advisors' transformations by putting the tools in their hands for meaningful client conversations,\" said Erich Holland, Head of Distribution and Engagement for Independent Advisor Solutions. \"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 advisors to more dynamically engage with their clients and help build investors' confidence in the impact their financial futures can make.\"\nA modern platform that streamlines portfolio management and client service, Oranj's key features include:\nInvestor-facing portal that provides an interactive view of a client's entire financial life Messaging feature designed to provide direct communication and eliminate lengthy meetings Digital collaboration tools for advisors to work with their clients to adjust goals, share documents, and more Streamlined portfolio management and implementation within a single workflow Rebalancing and trading to simplify the day-to-day management of clients' investments Client/prospect management to power an advisor's practice and elevate client service Model marketplace for advisors to build investment solutions and utilize pre-built solutions The Oranj technology platform is intended to complement the SEI Wealth PlatformSM, a single-infrastructure technology solution that supports an end-to-end wealth management experience, including custody services, model management and trading. The integration of Oranj's assets is expected to ...

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