使用Player FM应用程序离线!
Between Sessions with Oranj at T3 Enterprise 2015
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on February 27, 2024 05:50 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 157896990 series 1236085
I met with David Lyon, CEO at Oranj, between sessions at T3 Enterprise 2015 to dive into the details of what he discussed during his general session presentation at the conference.
Known for their vibrant orange shoes, Oranj is designed by advisors, for advisors (and they’re not afraid to say it!), to be the advisor’s digital practice manager that offers a client portal with secure messaging and a collaborative document vault built in.
Lyon said that Oranj was built to be an “Advisor+” solution, and while Oranj has robo-advisor-like features, the platform is not intended to completely replace the advisor. Rather, Lyon added, Oranj takes the existing activities of an advisor and adds systematization and scalability to those activities.
50集单集
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on February 27, 2024 05:50 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 157896990 series 1236085
I met with David Lyon, CEO at Oranj, between sessions at T3 Enterprise 2015 to dive into the details of what he discussed during his general session presentation at the conference.
Known for their vibrant orange shoes, Oranj is designed by advisors, for advisors (and they’re not afraid to say it!), to be the advisor’s digital practice manager that offers a client portal with secure messaging and a collaborative document vault built in.
Lyon said that Oranj was built to be an “Advisor+” solution, and while Oranj has robo-advisor-like features, the platform is not intended to completely replace the advisor. Rather, Lyon added, Oranj takes the existing activities of an advisor and adds systematization and scalability to those activities.
50集单集
Alle episoder
×欢迎使用Player FM
Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。