TLDR: Orbit Financial Technology has launched Orbit Flex, a new monthly membership system for its Orbit Insight platform. This initiative aims to make sophisticated, hedge fund-level investment research and AI tools, previously exclusive to large institutions, accessible to a wider range of investors, including smaller firms, boutique funds, and independent researchers.
LONDON, September 23, 2025 – Orbit Financial Technology today announced the introduction of Orbit Flex, a groundbreaking new monthly membership system for its acclaimed research and analysis platform, Orbit Insight. This strategic move is set to democratize access to institutional-grade investment research and advanced artificial intelligence capabilities, extending them beyond leading asset managers and hedge funds to a broader spectrum of investors.
The Orbit Flex model is designed to remove traditional cost and access barriers, enabling smaller firms, boutique funds, and independent researchers to leverage the same powerful tools trusted by global investment houses. The platform, Orbit Insight, integrates Orbit’s proprietary financial data with a sophisticated AI infrastructure, notably featuring Retrieval-Augmented Generation (RAG) technology. This combination empowers investors to efficiently screen tens of thousands of companies simultaneously and conduct reliable multi-document analysis, addressing a long-standing challenge for research teams and individual investors regarding the volume of data they can process.
Da Wei, Founder and CEO of Orbit Financial Technology, emphasized the transformative potential of this development. “The true magic of large language models is in unlocking previously impossible workflows,” stated Wei. “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.”
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Orbit Insight’s AI platform currently supports research for both buy-side and sell-side firms, including prominent institutions like BlackRock. The system seamlessly integrates with leading large language models such as Claude, Copilot, and ChatGPT. Furthermore, Orbit Flex allows users to import their own data into the Orbit ecosystem and offers a ‘bot marketplace’ where users can deploy AI agents specifically tailored to their individual investment strategies, enhancing personalized research capabilities.
