Riskalyze Fintech Report Card: November 2020
Riskalyze Fintech Report Card: November 2020 Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month. Oranj Set to Close at Year-End What Happened: Portfolio management and model marketplace provider Oranj disclosed to clients it would shut its doors at the end of 2020, leaving advisors six weeks to transition to a new platform. Why It Matters: This was one of the more impactful stories of this year, but it appears that the balance of value to pricing just didn’t gain traction with financial advisors. The speed with which the fir...
Source: wealthmanagement.com