Expanded Data Connectivity via Plaid

We are excited to announce that we have integrated Plaid into the Orizon Analytics ecosystem. This addition expands our data aggregation capabilities, combining with our existing SnapTrade infrastructure to provide you with broader coverage, improved stability, and deeper transparency into your financial connections.

1. The New Connections Hub

What: We have launched a fully redesigned Connections Hub that serves as your central control panel for financial data. This hub clearly categorizes your Connected vs. Available providers and introduces real-time status indicators.

Why: We want to eliminate the "black box" of data syncing. By providing clear visibility into which aggregator (Plaid or SnapTrade) is powering each of your accounts, you can now monitor the health of your data pipeline at a glance and easily manage your connections in one place.

2. Expanded Provider Access

What: Beyond our curated list of supported brokerages, you can now utilize an advanced Plaid search tool to explore over 3,000 US-based financial institutions.

Why: We know your tracking needs are complex and your accounts are often spread across multiple institutions. This update ensures that whether you use a major national brokerage or a specialized regional firm, you are more likely than ever to find a seamless, automated connection to Orizon.

3. Enterprise-Grade Security via Plaid

What: All new connections established via Plaid benefit from OAuth-based authentication (via "Plaid Link") and AES-256 encryption.

Why: Security is the foundation of our platform. Plaid’s security infrastructure provides an audit-verified framework for data protection. Most importantly, this technology ensures a strictly read-only bridge; Orizon never sees, accesses, or stores your banking login credentials.

4. User-Led Data Control

What: The Connections Hub gives you granular control over your data. You can now perform "Initial Syncs," monitor sync duration (e.g., "Synced 4 minutes ago"), and utilize a new Kebab Menu to reconnect or delete any financial provider instantly.

Why: You remain the sole owner of your financial data. These controls empower you to maintain your dashboard’s accuracy and provide the ability to revoke access at any time, ensuring that your tracking experience is always on your terms.

A Note on Our Commitment to Transparency

The Connections Hub is more than just a list; it is a commitment to transparency. By distinguishing between our high-performance aggregators and providing real-time sync status updates, we ensure that your visual tracking dashboard is fueled by data you can trust.

Need help setting up a new connection? Navigate to the Connections tab in your dashboard, browse the Available Financial Service Providers, and select your institution to get started today.