Product Updates

Clearer Connections & a Phone-Ready Layout

This release makes connecting your accounts clearer from start to finish and brings a phone-friendly layout to Orizon in your browser. It’s the first step toward our dedicated iPhone and Android apps, arriving in November.

🆕 New

Orizon, Designed for Your Phone

What: When you open Orizon in your phone’s browser, you’ll now see a layout built for phone screens rather than a scaled-down desktop view. Navigation sits in easy-to-reach tabs, holdings appear as clean, scrollable lists, and screens without data yet show clear guidance instead of blank space. The desktop experience is unchanged.
Why: You can check your portfolio comfortably on the go.

📱 Coming in November: Orizon for iPhone and Android. The same experience will be available from the App Store and Google Play. Follow our progress here.

⬆️ Improved

A Smoother Account Connection Experience

What: Connecting a financial institution is now easier to follow from start to finish. You’ll see clearer guidance while your accounts sync and helpful next steps if a connection doesn’t go through.
Why: You always know where things stand and what to do next while securely connecting your financial institutions.

Orizon Analytics is a financial data and portfolio tracking platform, not a registered investment adviser or broker-dealer. All data and outputs are provided for informational purposes only and do not constitute investment advice.

Echo AI Enhancements

This release brings a redesigned Echo AI experience that's always accessible, faster to use, and easier to follow, along with clearer guardrails around the insights Echo AI provides.

🆕 New

Echo AI, Now Available Everywhere

What: Echo AI is now accessible from any page via a floating button, with a pop-out that expands as needed or a full-page view; your conversation carries over seamlessly either way.

Why: You get quick answers wherever you are, without losing your place.

Visual Answers with Transparent Thinking

What: Echo AI now presents financial comparisons in clean, color-coded tables and interactive charts. While it works, you'll also see a live, step-by-step progress indicator that collapses into an expandable summary once your answer is ready.

Why: You can understand your data at a glance and see how each answer was put together.

⬆️ Improved

Faster, More Reliable, and Better Organized

What: Echo AI now runs on our latest AI model, building more consistency and reliability in answering your questions. Past conversations are also organized more logically, and we've enabled clearer error messages that explain what happened if a connection issue interrupts a conversation.

Why: You get faster, more accurate answers, and can always find past conversations or know what's going on if something goes wrong.

Clearer Distinction Between Data and Advice

What: We've refined how Echo AI discusses your portfolio to more consistently separate factual, data-driven observations (like concentration levels or volatility) from personalized investment recommendations, which Echo AI does not provide.

Why: This keeps Echo AI's insights clear and trustworthy, you always know when you're looking at a data point versus when you should consult a licensed financial advisor.

Orizon Analytics is a financial data and portfolio tracking platform, not a registered investment adviser or broker-dealer. All data and outputs are provided for informational purposes only and do not constitute investment advice.

Crypto Support & All-New UI

This release brings native cryptocurrency support and a fully redesigned interface to Orizon Analytics, making it easier to track and monitor your entire portfolio in one place.

Native Cryptocurrency Support

What: Orizon now includes a dedicated Crypto Allocation page and an automated 24/7 pricing engine built specifically for digital assets.

Why: Digital assets trade around the clock and operate differently from traditional equities. This update gives you the same level of visibility into your crypto holdings that you already have for stocks and ETFs, including live price feeds, market cap data, crypto-specific metrics, and granular token-level breakdowns, without needing a separate tool.

Modernized Interface

What: The entire application layout has been visually updated.

Why: Monitoring portfolio data means spending a lot of time reading dense information. The new design improves readability and reduces visual noise, making it easier to focus on the data that matters to you.

Restructured Navigation

What: The application sidebar has been reorganized into six focused destinations: Dashboard, Holdings, Allocation, Income, Connections, and Echo AI.

Why: As the platform has grown, so has the number of tools available to you. This update simplifies how you move through the app, putting your most-used views one click away and reducing the time spent navigating between sections.

Orizon Analytics is a financial data and portfolio tracking platform, not a registered investment adviser or broker-dealer. All data and outputs are provided for informational purposes only and do not constitute investment advice.