Orizon Analytics offers an online platform that provides investment recommendations based on proprietary algorithms. Clients connect their brokerage accounts or manually enter portfolio data. The platform offers visual analytics and a conversational AI interface to help clients understand their data and make informed investment decisions. Orizon Analytics does not open accounts, execute trades, rebalance portfolios, or provide tax or legal advice.
Assets Under ManagementN/A
Clients4
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Orizon Analytics does not manage investments directly. Instead, it provides investment recommendations through its online platform for a fixed subscription fee. Clients pay either $9.50 per month, $25.65 per quarter, or $91.20 per year for access to the platform's analytics and recommendations.
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