Oranj Pairs Account Aggregation with Financial Planning
Account aggregation is being offered to MoneyGuide users without an additional monthly subscription charge.
Oranj, a provider of wealth management software, most notably account aggregation, has partnered with PIEtech, creator of the MoneyGuidePro financial planning software. Account aggregation is being offered to MoneyGuide users without an additional monthly subscription charge.
“Advisers need the whole picture and consistent data to do their best work for their clients,” says David Lyon, Oranj CEO. “Identifying held-away accounts can be an elusive chase for advisers. We want to simplify that through this integration. PIEtech has some of the best financial planning software in the industry, and this integration can be a powerful solution for advisers who need a better understanding of their client’s entire financial picture.”
Advisers can use the program by creating a free Oranj account. They would then enter their MoneyGuide credentials and then click on the MoneyGuide logo next to the client name to go to the respective household page within MoneyGuide. Oranj would then populate the account information with aggregated and held-away account information from more than 15,000 held-away account types, including banking, self-directed and retirement, and real estate accounts.
Oranj and MoneyGuide will be hosting an informational webinar on March 26 at 4 p.m. EST to explain this new offering. Those interested in attending can register here.