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.

Account Communications & Billing Improvements

This release brings two key improvements to your experience: a more complete set of account notifications so you're always kept in the loop, and meaningful upgrades to how we secure and process your payments behind the scenes. Here's what's changed and what it means for you.

Comprehensive Account Lifecycle Emails

What: We've deployed a complete suite of automated email notifications covering your entire account journey: trial status, active subscriptions, billing receipts, cancellations, and payment updates.

Why: You'll always have clear and timely visibility into your account's standing, without needing to manually check your dashboard.

Enhanced Payment Security

What: We've strengthened the security and integrity of our payment processing systems, including deeper integration hardening with Stripe, our payment processor.

Why: This gives you added confidence that your billing information and transactions are protected and handled reliably every time you update your payment details.

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.