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Orbit Financial Technology's Agent Builder: A Leap Forward in AI Investment Research

In a significant advancement for institutional investment research, Orbit Financial Technology has unveiled the "Agent Builder," a self-service function designed to enable asset managers, hedge funds, and quantitative teams to effortlessly create their own investment research agents. This innovative feature is a part of Orbit Insight, the company's award-winning AI investment research platform.

Traditionally, customizing research workflows to enhance investment strategies required extensive development processes—often spanning weeks and demanding considerable engineering resources. However, with the introduction of Agent Builder, these processes have been dramatically streamlined, allowing investment teams to generate production-grade research agents in just minutes. Such enhancements address a longstanding bottleneck that has hindered AI adoption within institutional investment firms.

The Philosophy Behind Agent Builder

Investment professionals frequently express the need for flexible tools that allow them to tailor research workflows without relying on external vendor timelines. "Agent Builder gives them the autonomy to define their individual research needs natively within the platform they are accustomed to using," stated Da Wei, Founder and CEO of Orbit. This self-service capability is particularly groundbreaking as it shifts the paradigm from dependent vendor relationships to empowering investment teams with direct control over their research processes.

How Agent Builder Functions

The Agent Builder operates through a dual-component model. The first component facilitates the transformation of user requirements into a structured data extraction process that functions seamlessly in the background. The second component generates various reports from this consolidated dataset, enhancing accessibility and control for users. At every stage of the process, users can review, edit, and rerun their logic as desired.

Furthermore, agents built using the Agent Builder can draw information from Orbit's extensive Knowledge Base or incorporate internal datasets, providing teams with tailored insights that align with their strategies. The selection occurs at the moment of building, ensuring customization.

Seamless Integration with Existing Systems

One of the standout features of the Agent Builder is its default configuration as an MCP (Multi-Channel Protocol) endpoint. This means that once an agent is created, it can be integrated effortlessly with existing tools, including Claude, ChatGPT Enterprise, or organizations' proprietary copilot systems. Such integration allows for a smooth flow of data via API, aligning with modern investment workflows.

Exploring the Agent Marketplace

Located within Orbit Insight is the Agent Marketplace, a repository that showcases a variety of off-the-shelf agents tailored for diverse analytical needs. This includes tools for earnings analysis, peer benchmarking, ESG scoring, and more. With the launch of the Agent Builder, users can now also maintain a personal library of custom-built agents, further enhancing the platform's utility and user experience.

About Orbit Financial Technology

Orbit stands as a premier AI investment research platform tailored to meet the demands of institutional buy-side teams. By facilitating the application of proprietary research frameworks across vast datasets—including 70 million documents covering over 75,000 companies in 120 countries and 80 exchanges—Orbit empowers asset managers and hedge funds to refine their investment strategies effectively. Currently, the platform serves a notable roster of global hedge funds and is recognized as an innovator in the investment research sector. For further information, interested parties can visit orbitfin.ai and follow Orbit on LinkedIn for updates.

In summary, the Agent Builder represents a significant leap forward in enhancing the efficiency and adaptability of investment research, empowering financial professionals to leverage advanced AI-driven insights with unprecedented ease.