Orbit is a simple all-in-one CRM for financial advisors that pairs a clean client book with one AI assistant, Hiro, for the admin side. It briefs you before each meeting, drafts recaps from your notes or a recording, and writes check-ins for clients who have gone quiet. Nothing sends without your approval. Free for up to 250 contacts, no credit card.
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.
Hiro is one assistant inside the app, opened with Cmd or Ctrl plus J. In an advisory practice it can:
Monday: you ask Hiro for a brief 20 minutes before your first review. After the meeting, Hiro drafts the recap with the three action items you agreed on, pulled from your notes. You edit one line and approve.
Wednesday: Hiro flags a client question that sat unanswered since Friday and drafts the reply. Thursday: it queues a check-in for a client you have not spoken to in six weeks, tied to something real on their timeline. Friday: the meeting recorder transcribes your review on-device, and Hiro turns it into a clean recap.
Trust is built between meetings. Orbit makes sure between meetings actually happens.
Orbit suits advisors who want the relationship side handled: briefs before every meeting, recaps drafted from notes or recordings, check-ins for quiet clients, and tasks pulled from email. It is free for 250 contacts, and every message waits for your approval.
No. Orbit is a relationship and admin CRM: contacts, timelines, meeting briefs, drafted follow-ups, tasks, notes, and invoices. It does not provide compliance, archiving, or portfolio features, so keep your specialist tools for those jobs.
Ask Hiro for a brief before a meeting and it assembles a one-page summary 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, and you can edit it before you use it.
Orbit's meeting recorder (Pro) transcribes on your own machine, and the audio stays there. Hiro drafts recaps from the transcript. AI is included on every plan, running on free monthly credits with no API key to paste and nothing to configure.
Nothing to start. The free CRM covers 250 contacts, one pipeline, unlimited tasks, calendar, notes, a built-in email inbox, and a booking page, with no card. Pro is $14/mo, and AI is included on every plan with free monthly credits.
Free for 250 contacts, 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.