Orbit Financial Technology unveiled a new monthly membership system for Orbit Insight, its flagship research and analysis platform widely used by leading asset managers and hedge funds. The move aims to open access to smaller firms, boutique funds, and independent researchers, providing them with the same institutional-grade tools trusted by global investment houses.
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Orbit Insight combines Orbit’s exclusive financial data with advanced AI infrastructure, including Retrieval-Augmented Generation (RAG) technology, enabling users to screen tens of thousands of companies at once and perform reliable multi-document analysis. The new membership model, called Orbit Flex, removes cost and access barriers, allowing a broader audience to leverage AI-driven insights.
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Historically, research teams and individual investors faced limits on the volume of data they could process, forcing difficult choices about coverage. Orbit’s AI infrastructure now allows users to screen vast amounts of data simultaneously. In addition to Orbit’s proprietary datasets and analytics, users can import their own data into the platform for seamless analysis. Orbit Insight also integrates with leading large language models, including Claude, Copilot, and ChatGPT, expanding its AI capabilities.
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Da Wei, Founder and Chief Executive Officer of Orbit Financial Technology, emphasized the democratizing impact of the update: “The true magic of large language models is in unlocking previously impossible workflows. With the right data and our infrastructure, specialist institutional and sophisticated retail investors can tackle any research challenge without custom training. Democratizing access has been a core tenet of Orbit. That’s why I’m thrilled that, after a decade of development, we can now make this advanced capability accessible to everyone.”
Unlike traditional data vendors that charge blanket licensing fees, Orbit Flex uses a transparent, credit-based system, ensuring users pay only for what they use. The platform also features an Agent Marketplace, where users can deploy AI agents tailored to their investment strategies. Popular agents include the Filings Insight Extractor, Portfolio News Tracker, and Data Transformer, along with sustainability-focused agents such as an Anti-Greenwashing Monitor.
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