AI Notetaker for Financial Advisors
Focus on Client Success
Transform client meetings with our advanced AI Scribe technology. Orbit saves financial advisors up to 11 hours weekly by automating client notes and compliance documentation. Focus on what matters—your clients' financial success.
THE ADMINISTRATIVE BURDEN
Overwhelmed by Paperwork and Compliance?
Financial advisors spend up to 40% of their time on administrative tasks. Orbit automates documentation so you can focus on what matters—building client relationships and growing your practice.
Administrative Overload
Save 11 hours weekly on note-taking and data entry that could be spent on client relationships and business growth.
Compliance Risks
Ensure accurate records in a regulated industry where documentation errors can lead to costly compliance issues.
Client Expectations
Deliver personalized, timely advice clients expect in today's competitive financial services landscape.
Documentation Accuracy
Maintain precise records and verify outputs to avoid errors in critical financial advice and reporting.
saved weekly on admin tasks
POWERFUL FEATURES
Built for Financial Advisory Excellence
Everything you need to streamline your practice, enhance client relationships, and maintain compliance standards.
Financial AI Notetaker & Transcription
95%+ accurate meeting capture with financial jargon support, understanding complex investment terminology and regulatory language.
- Financial terminology support
- Client meeting transcription
- Regulatory language recognition
- Multi-language capability
Automated Report Generation
Generate financial plans and compliance reports with customizable templates, reducing report creation time by up to 80%.
- Financial plan templates
- Compliance report generation
- Custom report formats
- Automated formatting
Portfolio Insights & Analysis
Extract client-specific insights from meeting notes to enhance personalized investment advice and portfolio recommendations.
- Client insight extraction
- Portfolio analysis notes
- Investment preference tracking
- Risk assessment documentation
Practice Management Integration
Seamlessly connects with popular video platforms and financial software for streamlined workflows across your advisory practice.
- Video platform sync
- Document export
- Easy content sharing
- Secure file storage
Secure Document Management
Enterprise-grade security and document organization to keep client information safe and easily accessible for your advisory practice.
- AES-256 encryption
- Secure file storage
- Document organization
- Access controls
Client Communication Tools
Generate client-ready summaries and follow-up materials from meeting transcriptions to enhance client relationships.
- Client summary generation
- Follow-up task creation
- Communication templates
- Meeting recap tools
QUICK OVERVIEW
Orbit in 2 Minutes
See how Orbit can transform your financial advisory practice in just two minutes.
SUCCESS STORIES
Transforming Financial Practices
See how financial advisors are using Orbit to reduce administrative burden and focus more on client relationships.
"Orbit cut my meeting prep time by 80%, letting me focus on strategy and building stronger client relationships."
"Clients love the faster, personalized reports Orbit delivers. It's transformed how we communicate value."
"The secure document management gives me confidence that all client interactions are properly documented and protected."
ENTERPRISE SECURITY
Built for Financial Services Compliance
Orbit protects client data with enterprise-grade security measures designed for the financial services industry.
AES-256 Encryption
Military-grade encryption protects all stored client data and communications with additional TLS encryption for data in transit.
SOC2 Compliance Pending
Working towards SOC2 Type II certification to ensure the highest standards of security, availability, and confidentiality.
Secure Data Storage
All client information is stored in secure, compliant data centers with regular security audits and monitoring.
GDPR Compliance Pending
Working towards full compliance with GDPR regulations to give you and your clients complete control over personal data.
TRANSPARENT PRICING
Affordable Plans for Every Practice
Start free and scale as your financial advisory practice grows. No hidden fees, no long-term contracts. Perfect for solo advisors and large RIAs.
Free
Perfect for trying Orbit
3 hours/month
- 3 hours of recording per month
- 9 hours storage capacity
- 3 months data retention
- 45 mins max meeting length
KEY FEATURES:
- Financial templates
- Document security
- Zoom, Google Meet & Teams Integration
- Unlimited transcriptions
- Unlimited summaries
- Unlimited documents
- Unlimited templates
- Unlimited AI template assistant
- Unlimited AI chat
- Free iOS and Android mobile apps - Unlimited Recording
Pro
For individual financial advisors
25 hours/month
- 25 hours of recording per month
- 150 hours storage capacity
- 6 months data retention
- 2 hour max meeting length
EVERYTHING IN FREE, PLUS:
- More recording and transcription capacity
- Elevated support
Business
Built for Financial Advisory Practices
100 hours/month per seat
- 100 hours of recording per seat per month
- Unlimited storage capacity
- Unlimited data retention
- 3 hour max meeting length
EVERYTHING IN PRO, PLUS:
- Priority Support
- User management
- Shared templates
- Record and Document Sharing
Enterprise
For large organizations
Custom usage limits per seat
- Custom recording limits
- Unlimited storage capacity
- Unlimited data retention
- Custom max meeting length
EVERYTHING IN BUSINESS, PLUS:
- SSO integration
- Dedicated account manager
- Customisations
- Tier 1 Support
Need a custom solution for your financial advisory organization?
Contact usReady to Transform Your Financial Practice?
Join thousands of financial advisors who have already reduced administrative time by 11 hours weekly with our AI Scribe while improving client service quality. Get started in 1 minute.