Structured decision history for modern wealth management firms.
Keep client portfolio actions connected to your firm's documented investment process, rationale tracking, and client-safe commentary. Standardize continuity across your team.
Documented Investment Process
Standardize how your firm records decisions across all model portfolios and custom allocations, ensuring compliance and rigor.
Household Reviews & Rationale Tracking
See rationale coverage gaps at a glance. Track why decisions were made per client household, preserving historical context.
Liquidity Sells vs. Thesis Changes
Differentiate between client-driven cash flow events (withdrawals, tax management) and active investment strategy shifts.
Client-Safe Commentary
Draft clear, compliant quarterly commentary and observations that keep clients aligned and informed during portfolio changes.
RIA Team Consistency
Maintain a single, secure decision trail that survives advisor transitions, advisor departures, and the passage of time.
Context-Driven Review Prep
Start review preparation from a structured record of active reasoning and trades, rather than piecing it together from memory.
Total AUM
$1.2M
Rationale Coverage
85%
Pending Reviews
0
Active Theses
4
Oranro is a decision tracking and client commentary continuity workspace. It is not a broker-dealer or a registered investment advisor, does not execute transactions, and does not provide investment, tax, or legal advice. All commentary and observation drafts always require final review and approval by your firm's compliance team.
Build a decision trail your clients can trust.
Standardize documentation continuity across your entire advisory team.