Connection & Interface Improvements

We’ve refined our brokerage onboarding process and polished the app's navigation to ensure a smoother, more reliable user experience.

Improved Brokerage Onboarding

What: We’ve resolved issues preventing certain brokerages from establishing a stable connection via SnapTrade. Additionally, we enhanced the user feedback and status updates provided during the connection workflow.

Why: This update ensures a higher success rate when linking your accounts and eliminates guesswork. By providing clearer guidance during the setup process, you’ll know exactly where you are in the connection sequence, leading to a more transparent and frustration-free onboarding experience.

Navigation & Layout Fixes

What: We fixed a persistent UI bug across multiple pages that caused "double scrollbars" to appear during navigation.

Why: This fix cleans up the interface and ensures that scrolling is smooth and intuitive. By removing these layout inconsistencies, you solely focus on your data without visual distractions.

General Disclosures for Product Updates

This Release Updates page is an advertisement of Orizon Analytics, LLC (Orizon), an SEC-registered investment adviser.

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.

2. Beta Limitations: The Early Access Beta version of the platform and any related features discussed here are under development and may contain bugs, errors, or significant limitations. Features listed on this page are subject to change, delay, or cancellation without notice. You should not rely on the performance or availability of any Beta feature when making investment decisions.

3. 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. 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.