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Orbit Launches Agent Builder: A Revolution in Investment Research

In a significant advancement for investment research, Orbit Financial Technology has recently introduced Agent Builder, a self-service feature that is transforming how institutional investment teams approach data gathering and analysis. Announced on June 3, 2026, this innovative tool empowers users to create tailored research agents without the need for extensive engineering resources or lengthy development cycles.

The Need for Speed in Investment Research

Traditionally, custom research workflows for asset managers, hedge funds, and quantitative analysts required extensive consultation phases and weeks of development. With Agent Builder, stakeholders can compress this timeline from weeks to mere minutes, revolutionizing the pace at which institutions can respond to market conditions.

Da Wei, the founder and CEO of Orbit, emphasized the pressing demand from investment teams for more flexibility in defining their own research workflows. He stated, "The Agent Builder offers precisely that flexibility, integrated directly into the platform they already use.”

How Does Agent Builder Work?

The functionality of Agent Builder revolves around two essential components. Initially, it translates the user's research needs into a structured and configurable data extraction process that operates seamlessly in the background. Subsequently, it enables the generation of various reports derived from this singular set of structured data. Users can inspect, modify, and re-execute this logic as needed, ensuring accuracy and relevancy.

Each agent has the capability to draw from both Orbit’s extensive knowledge base and internal datasets connected to the user's operations, allowing for a customized approach tailored to specific research needs.

A Revolutionary Default Endpoint

What sets Agent Builder apart further is that every agent created through Orbit Insight automatically becomes a Messaging Communication Protocol (MCP) endpoint for the user. This means that teams employing popular AI tools like Claude and ChatGPT Enterprise can directly connect to their customized agents, ensuring streamlined communications and data access. The same data can be shared through an API, also in a self-service manner, enhancing user autonomy and efficiency.

Integrated Marketplace Functionality

Agent Builder also integrates seamlessly with the Agent Marketplace, Orbit's library of ready-made agents covering various aspects of investment research such as earnings analysis, peer evaluation, sector analysis, and more. The recent launch expands this marketplace to include a personal section where users can store agents they have personally created, fostering a culture of innovation and personalization within financial analysis workflows.

About Orbit

Orbit Financial Technology stands at the forefront of AI-powered investment research, serving institutional acquisition teams across the globe. The platform supports asset managers and hedge funds by enabling them to apply their unique research frameworks effectively across numerous filings, transcriptions, and relevant information sources. Processing an impressive 70 million documents annually for over 75,000 companies in 120 countries and 80 exchanges, Orbit is already a trusted partner for 7 of the world’s top 20 hedge funds. With its selection for the AI Engine Innovator Program 2026, Orbit reaffirms its place as a leader in financial technology. For more details, visit orbitfin.ai and follow Orbit on LinkedIn.

This innovative leap not only positions Orbit as a frontrunner in the use of AI for financial services but also sets the stage for the future of investment research, where speed, accuracy, and user customization are paramount.