Orbis is the autonomous intelligence layer for Registered Investment Advisors. It monitors portfolios, drafts reports, and surfaces opportunities — 24/7, without being asked.
Orion manages your portfolio data. Redtail manages your contacts. Excel manages the rest. Every tool you use was built for institutions — not for the solo RIA running a full practice solo.
The average advisor spends three to six hours per week on work that happens between client meetings: monitoring drift, drafting reports, preparing follow-ups. That's 150+ hours a year. That's a practice within a practice.
Orbis was built for exactly this. An always-on analyst that works the hours you can't.
Orbis watches every account, every day. Drift from target allocation? Sector overexposure? Concentration risk? It flags it before your morning coffee.
Quarterly reports write themselves. Orbis pulls performance data, benchmarks against targets, and drafts client-ready narratives — without a template in sight.
Tax-loss harvesting windows. Sector drift thresholds. New cash waiting to be deployed. Orbis surfaces the opportunity and shows you the math — you make the call.
Before every client touchpoint, Orbis prepares a briefing: portfolio summary, what's changed since the last meeting, what needs attention. You walk in ready.
Orion, Tamarac, and Addepar serve firms managing hundreds of millions. Orbis is designed for the solo advisor and small RIA — where one person doing the work of five is the actual problem.
Jump and Zocks help you take notes in meetings. Orbis works between meetings — monitoring, reasoning, and preparing. It doesn't wait for you to ask.
Every action Orbis takes is designed to support your fiduciary duty — documentation trails, compliance-ready outputs, explainable recommendations. Regulators are watching. Orbis was built with that in mind.
2026 is the year AI agents crossed the chasm in wealth management. FINRA published its first supervisory framework for autonomous AI. Anthropic launched Claude CoWork for RIAs. Orion committed to AI agents for rebalancing and reporting. Range — a $700M RIA — announced plans to run almost entirely on AI.
The infrastructure exists. The demand is validated. The timing is right.
"2026 is going to be the year of AI agents."
— John O'Connell, Founder & CEO, The Oasis Group, RIA Edge Los Angeles
Not because humans are obsolete. Because the humans who win will be the ones who learned to delegate the work that doesn't need them — and focused on the work that only humans can do.
Orbis is that agent. It doesn't replace your judgment. It eliminates the work that competes with it.
The solo RIA who builds with Orbis doesn't just survive the next decade.
She outpaces it.