Orbit OS ™

Orbit helps advisors see what needs attention, understand why it matters, and move through the work with speed and greater confidence.

Orbit connects client, account, portfolio, workflow, data and compliance information into a single advisor-facing experience.

A modern advisor’s day is shaped by meetings, emails, account updates, compliance steps, portfolio questions, client requests, and follow-up work.

The challenge is not a lack of information. It is the burden of finding the right information, following up on prior actions, understanding what requires action, and worrying about moving through the day without losing context and client trust.

Orbit is designed to reduce that fragmentation, keep on top of actions and track follow ups and build client trust.

Not a dashboard. Not generic AI. A connected operating layer.
Orbit becomes powerful because it is built on Agora’s commitment to advisors.

It is connected to custody, account data, portfolio infrastructure, compliance-aware workflows, and the operational system that support advice delivery.

That means Orbit can do more than display information. It can help structure the advisor’s day around what needs attention and what can be acted on.

Orbit is designed for the realities of regulated advice. It should make important work easier to see, easier to understand, and easier to complete.

The goal is not to automate the relationship. The goal is to reduce the operational burden around the relationship, so advisors can spend more time on the work that requires human understanding, professional experience, and client trust.