The CRM for financial advisors buried in follow-up
Orbit is a CRM for financial advisors that pairs a clean client book with 16 AI agents for the admin side. Mia briefs you 75 minutes before each meeting, Theo drafts recaps from recorded calls, and June checks in on clients who have gone quiet. Nothing sends without your approval. Free to start, no credit card.
The financial advisor problem
Your calendar is meetings, but the job around the meetings is what eats the week: prepping for each review, writing the recap, remembering who you promised what, noticing which clients have gone quiet. That work spills into evenings or simply does not happen.
Orbit handles that layer: relationships, follow-through, and admin. It is not a portfolio, planning, or compliance system, and it does not pretend to be. It exists so the human side of an advisory practice never goes cold.
The agents doing the work
The agents that matter most in an advisory week:
- Mia hands you a one-page brief 75 minutes before every meeting: who they are, your history, open items, what to raise.
- Theo turns recorded meetings into drafted recap emails and action items, grounded only in the transcript.
- June drafts personal check-ins for clients quiet 30 days or more, capped at one per month per person.
- Tess scans your inbox each morning and drafts replies for threads quiet 3 or more days, including the ones you forgot.
- Noa pulls real to-dos out of your email every day, so promises made in threads become tasks.
A week with Orbit as a financial advisor
Monday: Mia's brief lands 75 minutes before your first review. After the meeting, Theo drafts the recap with the three action items you agreed on, pulled straight from the transcript. You edit one line and approve.
Wednesday: Tess flags a client question that sat unanswered since Friday and drafts the reply. Thursday: June queues a check-in for a client you have not spoken to in six weeks, tied to something real from their timeline. Friday: Noa's triage shows the week's loose ends, already turned into tasks.
Set it up for advisory work
- Pipeline stages: Prospect, Discovery, Proposal sent, Client, Review cycle.
- Tags by household and segment, with a smart view for quiet clients.
- Custom fields for last review date and preferred cadence.
- The meeting recorder transcribes on your machine, so audio never leaves it.
Trust is built between meetings. Orbit makes sure between meetings actually happens.
Keep exploring
Frequently asked questions
What is a good CRM for an independent financial advisor?+
Orbit suits advisors who want the relationship side handled: briefs before every meeting, recaps drafted from recordings, check-ins for quiet clients, and tasks pulled from email. It is free to start and every message waits for your approval.
Is Orbit a compliance or archiving tool?+
No. Orbit is a relationship and admin CRM: contacts, timelines, meeting briefs, drafted follow-ups, tasks, and invoices. It does not provide compliance, archiving, or portfolio features, so keep your specialist tools for those jobs.
How do Orbit's meeting briefs work?+
Mia assembles a one-page brief 75 minutes before each meeting from the contact's full timeline: who they are, your history together, open deals, and what to raise. It arrives ready to skim on the way in.
Where do my meeting recordings go?+
Orbit's meeting recorder transcribes on your own machine, and the audio stays there. Theo drafts recaps from the transcript only. Agents run on an AI key you bring, so the model account is yours too.
What does Orbit cost for an advisor?+
Nothing to start. The free plan includes all 16 agents with your own AI key, unlimited contacts, one pipeline, a booking page, 10 proposals, and 10 invoices, free forever with no credit card.
Spend the week on clients, not recaps
Free to start, no credit card. Briefs, recaps, and check-ins arrive as drafts, and you stay the final word.
Free forever plan. No credit card. No spam.