Orbit Financial Technology is rolling out a new monthly membership system for its research and analysis platform, Orbit Insight, to provide smaller firms and investors with access to hedge-fund level investment research and AI.
The offering – Orbit Flex – is set to democratise access to financial research and data through providing a wider use of exclusive financial data with advanced AI infrastructure and workflows to allow investors to simultaneously screen thousands of companies and conduct reliable multi-document analysis.
Specifically, the new model will help address challenges commonly faced by research teams and individual investors related to the volume of data they can process, by removing cost and access barriers and expanding the audience that can use AI-driven insights, previously available only to larger institutions.
Orbit’s AI platform currently powers research for both the buy-side and sell-side, including firms such as BlackRock.
Da Wei, founder and chief executive 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.
“Democratising access has also been a core Orbit tenet. That’s why I’m thrilled that, after a decade of development, we can now make this advanced capability accessible to everyone.”
In addition, Orbit Flex makes use of Retrieval-Augmented Generation (RAG) technology, and users can also import their own data into the Orbit ecosystem.
Similarly, the platform also integrates in-house large language models (LLMs), as well as a ‘bot marketplace’ to enable users to deploy AI agents, which are specifically tailored to their investment strategies.