Orion Advisor Tech Security Assessment
Financial Services & Accounting
Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
9-Dimension Security Framework
Identity & Access Management
Compliance & Certification
AI Integration Security
NEWAPI Security
Infrastructure Security
Data Protection
Vulnerability Management
Breach History
Incident Response
AI Integration Security Assessment (9th Dimension)
Assess whether SaaS applications are safe for AI agent integration using Anthropic's Model Context Protocol (MCP) standards. Identify Shadow AI risks before they become breaches and make safer AI tool decisions than your competitors.
Last updated: January 17, 2026 at 06:10 PM
Assessment Transparency
See exactly what data backs this security assessment
Data Coverage
4/8 security categories assessed
Score based on 4 of 8 categories. Missing categories could not be assessed due to lack of public data or vendor restrictions.
Evaluation Friction
Evaluation friction estimates how long it typically takes to fully evaluate this vendor's security practices, from initial contact to complete assessment.
Transparency indicators show data completeness and vendor accessibility
Comprehensive Security Analysis
In-depth assessment with detailed recommendations
Security Analysis
Executive Summary
| Metric | Value | Assessment |
|---|---|---|
| Security Grade | C+ | Needs Improvement |
| Risk Level | High | Not recommended |
| Enterprise Readiness | 48% | Gaps Exist |
| Critical Gaps | 0 | None |
Security Assessment
| Category | Score | Status | Action Required |
|---|---|---|---|
| 🟢 Data Protection | 100/100 | excellent | Maintain current controls |
| 🟢 Breach History | 100/100 | excellent | Maintain current controls |
| 🟡 Vulnerability Management | 85/100 | good | Maintain current controls |
| 🟡 API Security | 71/100 | good | Monitor and improve gradually |
| 🟠 Incident Response | 60/100 | needs_improvement | Monitor and improve gradually |
| 🟠 Compliance & Certification | 50/100 | needs_improvement | Review and enhance controls |
| 🟠 Identity & Access Management | 25/100 | needs_improvement | URGENT: Implement compensating controls immediately |
| 🟠 Infrastructure Security | 25/100 | needs_improvement | Review and enhance controls |
Overall Grade: C+ (45/100)
Critical Security Gaps
| Gap | Severity | Business Impact | Recommendation |
|---|---|---|---|
| 🟡 No public security documentation or audit reports | MEDIUM | 40-80 hours of security assessment overhead | Request security audit reports (SOC 2, pen tests) and security whitepaper |
Total Gaps Identified: 1 | Critical/High Priority: 0
Compliance Status
| Framework | Status | Priority |
|---|---|---|
| SOC 2 | ❌ Missing | High Priority |
| ISO 27001 | ❌ Missing | High Priority |
| GDPR | ❌ Missing | High Priority |
| HIPAA | ❓ Unknown | Verify Status |
| PCI DSS | ❓ Unknown | Verify Status |
Warning: No compliance certifications verified. Extensive due diligence required.
Operational Excellence
| Metric | Status | Details |
|---|---|---|
| Status Page | ❌ Not Found | N/A |
| Documentation Quality | ❌ 0/10 | No SDKs |
| SLA Commitment | ❌ None | No public SLA |
| API Versioning | ⚠️ None | No version control |
| Support Channels | ℹ️ 0 channels |
Operational Facts Extracted: 2 data points from operational_maturity enrichment
Integration Requirements
| Aspect | Details | Notes |
|---|---|---|
| Setup Time | 3-5 days (manual setup required) | Estimated deployment timeline |
| Known Issues | Manual user provisioning may be required, Limited API automation capabilities, No automated user lifecycle management, Additional security controls needed | Implementation considerations |
⚠️ Inherent Risk Consideration
Data Sensitivity: This application stores sensitive data:
Risk Level: LOW - Contains
Compliance & Certifications
API Intelligence
Transparency indicators showing API availability and access requirements for Orion Advisor Tech.
API Intelligence
API intelligence structure found but no operations extracted. May require manual review.
Incomplete API Intelligence
Our automated extraction found API documentation but couldn't extract specific operations. This may require manual review or vendor assistance.
View Vendor DocumentationAI-Powered Stakeholder Decision Analysis
LLM-generated security perspectives tailored to CISO, CFO, CTO, and Legal stakeholder needs. All analysis is grounded in verified API data with zero fabrication.
Security Posture & Operational Capabilities
Comprehensive assessment of Orion Advisor Tech's security posture, operational maturity, authentication capabilities, security automation APIs, and breach intelligence.
Operational Data Not Yet Assessed
We haven't collected operational maturity data for Orion Advisor Tech yet.
Security Automation APIs
Programmatic user management, data operations, and security controls
Compare with Alternatives
How does Orion Advisor Tech stack up against similar applications in Financial Services & Accounting? Click column headers to sort by different criteria.
| Application | Overall ScoreScore↓ | Grade | AI Security 🤖AI 🤖⇅ | Action |
|---|---|---|---|---|
Orion Advisor TechCurrent | 45/100🏆 | C+ | N/A | |
35/100 | D+ | N/A | View ProfileView | |
31/100 | D | N/A | View ProfileView | |
31/100 | D | N/A | View ProfileView | |
23/100 | F | N/A | View ProfileView | |
23/100 | F | N/A | View ProfileView | |
23/100 | F | N/A | View ProfileView |
Security Comparison Insight
3 alternative(s) have higher overall security scores. Review the comparison to understand security tradeoffs for your specific requirements.