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Oranj adds IDX Advisors to its custodian-agnostic platform

Wealth management solution provider Oranj, announced that it has added IDX advisors to its custodian-agnostic platform. With the new addition, the number of products and models in the Oranj marketplace has increased to over 1,800. The total number of Asset Managers and Sub-Advisors has also heightened to 23.

“IDX Advisors’ ability to efficiently deliver a wide range of low-cost, liquid investment solutions to the RIA community make it a valuable addition to our model marketplace. With the addition of IDX, we expand the diverse and multi-purpose asset management marketplace on our platform, bringing customizable direct indexing solutions for advisors to provide clients with desirable investment outcomes,” said David Lyon, CEO and Founder of Oranj.

IDX will make a range of sub-advised models available in the free Oranj Model Marketplace including solutions that help advisors and their clients gain exposure to direct indexing strategies and alternative strategies like cryptocurrency.

“These insights have made us pioneers in the hedge fund replication space, and we’ve continued to expand our systematic insights into Customized Direct Indexing SMAs, Tactical ETF portfolios, Liquid Alternative solutions (including the Cryptocurrency asset class), and fully outsourced combinations of the aforementioned,” said Andrew Swan, CEO of IDX.

He further added” Financial advisors who embrace the evolution of technology within the financial services industry have more access to high-quality investment solutions today, than at any other point in recorded history. Rapid advancements in fintech, coupled with the explosion in big data analytics, have clearly fueled the disinflation of investment costs and challenged the status quo in the investment industry.”

Founded in 2014, Oranj helps independent financial advisors streamline their investment management and client service through its cloud platform without fees or long-term contracts.

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