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  • Investment

Orbit Flex Democratizes Hedge Fund AI Research Tools


Orbit Flex Democratizes Hedge Fund AI Research Tools
  • Source: Source Logo
  • |
  • September 23, 2025

Orbit Financial Technology has introduced a new monthly membership system for Orbit Insight, its flagship research and analysis platform used by leading asset managers and hedge funds. This model opens access to smaller firms, boutique funds, and independent researchers, providing them with institutional-grade tools that combine exclusive financial data with advanced AI infrastructure.

Quick Intel

  • Orbit launches Orbit Flex monthly membership for Orbit Insight platform.

  • Democratizes hedge fund-level AI-driven financial research for all investors.

  • Enables screening of tens of thousands of companies with RAG technology.

  • Integrates with LLMs like Claude, Copilot, and ChatGPT.

  • Features credit-based system and AI agent marketplace for tailored strategies.

  • Processes 70M+ documents annually across 150,000+ companies in 80 countries.

Expanding Access to Advanced Financial Tools

The new Orbit Flex membership model widens the use of Orbit Insight, previously limited to large institutions, by removing cost barriers. This allows smaller entities and individual investors to leverage the same AI-powered capabilities trusted by global investment houses. Orbit Insight integrates exclusive data with Retrieval-Augmented Generation (RAG) technology for reliable multi-document analysis, addressing traditional limitations in data processing volume.

AI-Driven Screening and Analysis

Orbit's platform enables users to screen tens of thousands of companies simultaneously, overcoming the constraints that force selective coverage. Powered by AI, it analyzes unstructured data into actionable intelligence, with options to import custom data. The system integrates with leading large language models, including Claude, Copilot, and ChatGPT, enhancing research workflows without needing custom training.

Transparent and Flexible Pricing Model

Unlike traditional vendors with blanket licensing fees, Orbit Flex uses a credit-based system where users pay only for what they consume. The platform includes an Agent marketplace for deploying tailored AI agents, such as Filings Insight Extractor and Portfolio News Tracker. This flexibility supports diverse investment strategies, including sustainability monitoring like anti-greenwashing tools.

Comprehensive Data Infrastructure

Orbit has developed a robust financial data infrastructure, processing over 70 million documents annually across more than 150,000 companies in 80 countries. "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," said Da Wei, Founder and CEO of Orbit Financial Technology.

This launch democratizes access to cutting-edge financial research, empowering a broader range of investors with AI-driven insights for informed decision-making. Users can start with a complementary trial at orbitfin.ai/flex, unlocking market intelligence and regulatory insights for enhanced investment strategies.

About Orbit

Orbit is a sophisticated AI-powered financial services platform designed to empower informed, data-driven decision-making. Founded in 2015, Orbit processes over 70 million documents annually across 150,000+ companies in 80 countries, delivering unmatched market intelligence and regulatory insights. Our platform combines comprehensive data coverage with advanced AI capabilities to transform unstructured data into actionable intelligence for asset managers, hedge funds, data vendors, exchanges, and software platforms.

  • AI FinanceInvestment ResearchOrbit FlexFinancial DataHedge Fund Tech
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