Updated Saturday, December 20, 2014 as of 10:24 PM ET

Oranj Promises One-Stop Practice Management. Does It Deliver?

After a stint managing an institutional portfolio for a major media firm, David Lyon started Main Street Financial, an independent RIA firm with headquarters in Chicago, in 2012. He developed technology for his own firm to attract and retain clients, and about a year ago he set up a separate entity to market this solution to other advisors under the brand Oranj.

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