Introducing Orizon Echo AI

We are excited to share our latest updates, designed to give you more control, better clarity, and a smarter way to interact with your investment data.

Orizon Echo AI Agent

What: We are introducing the Orizon Echo AI Agent, a conversational assistant powered by the Anthropic Claude LLM that integrates directly with your Orizon portfolio data. It allows you to ask natural language questions about your holdings, trade history, and dividend data.

Why: To bridge the gap between complex datasets and rapid insight retrieval. While our charts and tables remain essential for high-precision deep dives, Echo AI allows you to talk with your data to get instant answers to questions like, "What was my top-performing sector this quarter?" or "How much dividend income did I receive last year?" It is a descriptive, fact-based tool designed to complement our visual reports with conversational speed.

Note: Echo AI uses secure, read-only authentication. It is an analytical assistant, not a prediction model.

A Note on AI Transparency & Safety

As we integrate AI into your financial workflow, your security and data integrity remain our top priorities.

• Fiduciary Oversight: Orizon Analytics maintains strict oversight of the data provided via Echo AI. However, we encourage you to verify AI-generated insights against your primary Orizon charts and official statements.

• Hallucination Risk: While we have implemented technical safeguards, AI technology can occasionally produce errors. Providing detailed, specific prompts helps ensure the highest level of accuracy for your analysis.

• Analytical Tool: Echo AI does not provide legal, tax, or accounting advice. It is here to help you understand the "what" and "how" of your current performance.

Improvements 🛠

Dashboard Streamlining

What: we have streamlined the data presentation on the main Dashboard to provide a cleaner, more focused overview of your portfolio.

Why: To reduce visual noise and ensure that your most critical performance metrics are the first thing you see. This update is the first step in a series of planned enhancements to make your landing experience more intuitive and actionable.

General Disclosures for Product Updates

This Release Updates page is an advertisement of Orizon Analytics, LLC ("Orizon"), an SEC-registered investment adviser. Registration does not imply a certain level of skill or training.

1. Nature of the Service: Orizon provides non-discretionary portfolio analytics and investment recommendations. We do not provide financial planning, tax advice, or discretionary management. All investments carry risks, including the potential loss of principal. The Echo AI Agent is an analytical tool and does not possess the capacity to consider a client's individual financial situation or risk tolerance; users should not rely solely on AI-generated outputs for investment decisions.

2. General Disclaimer: The information provided here is not intended to be personalized investment advice. Any discussion of potential benefits from using our features must be weighed against the material risks of investing in securities. Past performance is not a guarantee of future results. For full details on our services, fees, and conflicts of interest, please consult our Form ADV Part 2A Brochure and Form CRS available on our website.