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05. Economic

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Kristi Doce edited this page Oct 7, 2026 · 1 revision

This document details the economic model, monetization plan, and measurable value metrics for Orbit—a multi-agent client and workflow management platform for financial advisors.

Value Proposition & Business Model

The primary economic buyer is the independent financial advisor or financial practice manager seeking to reduce administrative overhead and scale their active client base without increasing headcount.

Subscription Pricing Tiers

Tier Target Customer Monthly Pricing Features Included
Solo Advisor (Core) Independent advisors (1–50 active clients) ~$79 / month (per advisor seat) Full Client Portal & Dashboard, core AI agents (Meeting, Task, Communication), basic PII masking, and deterministic financial tools.
Growth Practice Scaling advisory teams (50–200 active clients) ~$149 / month (per advisor seat) Concurrent multi-agent reconciliation engine, advanced source grounding verification, custom CRM integrations, and priority support.
Enterprise / Firm Regional managing general agencies (MGAs) & advisory networks Custom Licensing (Volume-based) Dedicated Canadian data isolation (AWS Canada Central), custom compliance logging export, AMF AI catalog registry tools, and custom agent fine-tuning.

Measurable Economic Impact Metrics

Beyond direct software revenue, Orbit provides quantifiable economic returns to advisors by optimizing post-meeting administrative workflows and reducing manual operational costs.

Key Performance Indicators (KPIs)

  1. Advisor Capacity Scaling:

    • Target: Increase an advisor’s manageable client capacity by 25–40% without additional administrative hires.
    • Impact: For an advisor charging standard advisory fees, managing 20 additional client families yields an estimated $15,000–$35,000+ in additional annual revenue.

  2. Post-Meeting Review Latency & Time Savings:

    • Target: Reduce time spent converting meeting notes into structured tasks, follow-up emails, and CRM updates from 45 minutes down to under 10 minutes per client session (a >75% reduction).
    • Impact: Saves approximately 5–8 hours per week per advisor, allowing more time dedicated to strategic financial planning and business development.

  3. Reconciliation & Conflict Prevention Accuracy:

    • Target: Maintain >90% conflict detection accuracy and >90% source grounding verification across all AI-generated assertions.
    • Impact: Eliminates costly manual data entry errors and prevents conflicting client state updates (e.g., misrecorded risk tolerances or duplicate task assignments), mitigating compliance liabilities in AMF-regulated environments.

Go-To-Market & Market Adaptation

  • Initial Niche (Financial Advisory): Direct validation with certified advisors like Nayiri Saba, targeting independent advisors and educational planners affiliated with agencies such as TD, Fidelity, and iA Financial Group.
  • Future Expansion Markets: The core innovation—multi-agent state reconciliation and source grounding over structured/unstructured client data—can be adapted into high-touch, regulated consulting verticals:
    • Accounting & Tax Advisory
    • Insurance Brokerages
    • Real Estate & Wealth Management

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