A new model expands access to financial research, extending the use of Orbit Insight’s exclusive data and workflows.
Orbit Financial Technology has introduced a monthly membership option for Orbit Insight, its flagship research and analytics platform already trusted by hedge funds and major asset managers. The update makes institutional-grade tools available to smaller firms, boutique funds, and independent analysts, levelling the playing field with global investment institutions.
Orbit Insight combines proprietary financial data with advanced AI technology, including Retrieval-Augmented Generation (RAG), to enable investors to review tens of thousands of companies at once and perform dependable multi-document analysis. The newly launched Orbit Flex membership model lowers traditional cost and access barriers, broadening availability of these powerful AI-driven insights.
Historically, research teams and individuals have been restricted by the amount of data they could handle, forcing them to compromise on coverage. Orbit’s AI infrastructure removes this limitation, allowing users to screen thousands of companies simultaneously. Alongside Orbit’s own exclusive datasets, users can also upload their own data into the platform’s environment.
Orbit integrates seamlessly with leading large language models such as Claude, Copilot and ChatGPT.
Da Wei, Founder and CEO of Orbit Financial Technology, said: “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 also 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”.
In contrast to conventional data providers that apply broad licensing charges, Orbit offers a transparent credit-based system where clients pay only for usage. The platform also features an “Agent marketplace”, enabling users to deploy AI agents tailored to their strategies. Popular tools include Filings Insight Extractor, Portfolio News Tracker and Data Transformer, as well as sustainability-focused agents such as an Anti-greenwashing monitor.
Orbit has developed one of the sector’s most extensive financial data infrastructures, processing over 70 million documents annually across more than 150,000 companies in 80 countries. This provides investors with unrivalled market intelligence and regulatory insight.
