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Prioritized Security & Compliance

Robust Protection for Your Financial Data

Orizon Analytics is built on a foundation of security-focused engineering. We provide clear, transparent information on our data security protocols and regulatory compliance framework.

Our Four Pillars of Data Trust

We believe security isn't just a feature—it's the foundation of modern portfolio management.

U.S. Financial Data Standards

Our data handling policies are designed to meet financial industry data security and privacy protocols relevant to investment analytics within the U.S. regulatory framework.

Industry-Standard Encryption

All user data is encrypted both at rest (AES-256) and in transit (TLS 1.2+). We use secure infrastructure to host all Orizon services.

Strict Access Control (Read-Only)

We utilize read-only tokens for brokerage integration. Our system is architected so that Orizon does not have the technical capability to execute trades or move assets on your behalf.

Internal Security Protocols

We maintain stringent internal processes, including least-privilege access, regular vulnerability scanning, and mandatory security training for all personnel.

The Orizon Security Stack

A multi-layered defense-in-depth approach to protecting your investment data.

Enterprise-Grade Protection Active

Legal & Disclosure Documents

Transparency is a core fiduciary value. Review the documents that govern our relationship.

Client Relationship Summary (Form CRS)

A concise summary of our services, fees, and potential conflicts of interest.

View Form CRS

Terms of Service

The agreement detailing your rights and our operational guidelines.

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Privacy Policy

Detailing how we collect, protect, and handle your personal data.

View Policy

Data Stewardship & Privacy

We operate on a transparent policy.

CommitmentOur Policy
No Data SellingWe do not sell, rent, or share your personal investment data with third-party marketers. Your privacy is a priority.
User ControlYou have the right to access, update, or request the deletion of your data, subject to regulatory retention requirements.
Purpose-LedYour data is utilized exclusively to generate your personalized analytics. We do not utilize your data for external AI model training.
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Disclaimer

Orizon Analytics, LLC (“Orizon”) is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training.

Advisory Services: Orizon provides internet-based, non-discretionary investment analytics and recommendations for informational purposes. While our Platform provides actionable insights, all investment decisions are made solely by the user. Orizon does not provide human financial planning, personalized tax advice, or legal advice. We do not execute trades or function as a qualified custodian.

Data & Estimates: Content, tools, and insights, including “Total Estimated Income” and “Forecast Income,” are based on historical data and third-party information. These figures are projections and estimates only, not guarantees of future performance or actual dividend payments. Dividend schedules are subject to change or elimination by the issuing company at any time.

Risk Disclosure: Investing in securities (including stocks, ETFs, mutual funds, and cryptocurrencies) involves significant risk, including the potential loss of principal. Past performance is no guarantee of future results. Cryptocurrency investments are especially volatile and may lack the regulatory protections afforded to traditional securities.

Third-Party Affiliations: Our platform utilizes infrastructure from Amazon Web Services (AWS), including Cognito, S3, and PostgreSQL. These entities are not affiliated with Orizon and do not provide investment advice or custodial services.

For more information, please review our Form CRS and Firm Brochure (Form ADV Part 2).

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