Cover more companies, staying ahead of the curve.
Your analysts cover more names than they have time to read. Orbit scales your existing process across your entire universe, so your team spends its time on judgment, not on hunting for information.
The challenge
Coverage is growing. Headcount is not.
Asset management teams are asked to cover wider universes, react faster to company news, and document every decision, all with the same number of analysts. The result is shallow coverage where it matters and missed signals across the long tail.
More names than time
Analysts triage which companies to read closely and which to skim. The names that get skimmed are where surprises hide.
Slow reaction to events
By the time an analyst has read an earnings call, summarized it, and flagged the implications, the market has often already moved.
Decisions that aren't documented
Investment committees and clients increasingly expect a clear, auditable trail behind every position. Manual note-taking does not scale to a full book.
How Orbit helps
One research environment, built around your process.
Orbit Insight combines semantic search, a source-cited AI copilot, and automated agents over a curated institutional knowledge base, so your team works from a single environment instead of stitching together filings, transcripts, and broker notes by hand.
Search your whole universe at once
Ask a question in plain language and get an answer cited to the exact paragraph in the source filing or transcript, across every company you cover, not just the ones an analyst had time to read.
Earnings analysis in minutes
Summarize earnings calls, extract guidance changes, and track management tone across a reporting season without manually reading every transcript.
Automated coverage monitoring
Build agents that watch your coverage list and surface material developments, filings, and regulatory changes before your team would have found them manually.
Your internal data, searchable alongside ours
Bring broker research, internal memos, and proprietary models into the same environment as Orbit's global knowledge base, via MCP or API.
Every answer is traceable to source.
Generative AI is only useful in an investment process if every output can be audited. Orbit grounds every answer in a specific primary document, with a paragraph-level citation, so an analyst can verify a claim and an investment committee can stand behind it.
That is the difference between a tool a portfolio manager will actually rely on and a demo that never makes it into the process.
Built on the Orbit platform
Every workflow on this page runs on the same foundation: the Orbit Research Agent for sourced, cited answers, the Agent Builder for monitoring that runs on its own, and an entity master that resolves every filing, note, and news item to the right company, so your whole coverage universe is read as one.
In practice
Where asset managers put Orbit to work.
From idea generation through to ongoing monitoring, Orbit Insight connects the stages of the research lifecycle in one platform.
Idea generation & screening
Screen your universe against a thesis described in plain language, surfacing candidates that match qualitative and quantitative criteria.
Earnings season at scale
Process a full reporting season across your coverage, extracting guidance changes and comparable metrics consistently.
Portfolio monitoring
Run always-on agents that flag material events across your holdings and watchlist, so nothing on the long tail goes unnoticed.
Thematic & sector research
Build a persistent workspace for a theme or sector and let it accumulate context as new filings and news arrive.
ESG & stewardship inputs
Pull verified sustainability and governance data into your process from the same platform your analysts already use.
Client & committee reporting
Generate source-cited research outputs your team can defend in front of an investment committee or a client.
Give your analysts their time back.
See how leading asset managers use Orbit Insight to cover wider universes with the team they already have. These are conversations that matter deeply to us at Orbit.