Orizon is engineered to read and visualize your data. Never to touch your
accounts, never to hold your capital, never to store your credentials.
Security isn’t an add-on. It’s built into everything we do.
When you connect an account, you go through Plaid or SnapTrade, trusted partners used by thousands of financial apps.
⦿ Your login is encrypted and stored with them, never with us.
⦿ We only get a read-only connection. We can’t move money, place trades, or touch your accounts.
⦿ Hosted on Amazon Web Services, the same cloud trusted by banks and governments.
⦿ Your data is kept separate and private from every other user.
⦿ Encrypted at all times, whether it’s moving or sitting still.
⦿ Extra login verification (MFA) required before connecting any account.
⦿ We never sell or share your data. You’re our customer, not our product.
⦿ We follow the same privacy and security practices trusted across the fintech industry.
A multi-layered approach, based on defense in depth, to protect your investment analytics data.
Built on Amazon Web Services, with each user’s data kept fully isolated.
Your data is encrypted at all times, both in transit and in storage.
Logins are managed securely, with sessions that automatically expire for your protection.
User records are stored securely and removed if you close your account.
We believe security isn’t just a feature. It’s the foundation of modern portfolio tracking.
When you connect an account, you go through Plaid or SnapTrade, trusted partners used by thousands of financial apps.
⦿ Your login is encrypted and stored with them, never with us.
⦿ We only get a read-only connection. We can’t move money, place trades, or touch your accounts.
⦿ Hosted on Amazon Web Services, the same cloud trusted by banks and governments.
⦿ Your data is kept separate and private from every other user.
⦿ Encrypted at all times, whether it’s moving or sitting still.
⦿ Extra login verification (MFA) is required before connecting any account.
⦿ We never sell or share your data. You’re our customer, not our product.
⦿ We follow the same privacy and security practices trusted across the fintech industry.
A multi-layered approach, based on defense in depth, to protect your investment data.
Utilizing AWS Cognito, S3, and Serverless PostgreSQL to facilitate logical data isolation.
AES-256 encryption for data at rest and TLS for data in transit.
Secure session management managed via AWS Cognito with automated session expiration.
User records are handled according to SEC record-keeping mandates (Rule 204-2), including secure decommissioning upon account closure.
All the answers to your questions about Orizon Analytics
Transform complex portfolio data into a clear, organized view.
Track your investments with greater clarity and depth.
