Built by Axtella for Sigma, Parkland, and SPC

Your practice.One platform.

Your world in perfect motion.

Orbit is the first platform built by Axtella for your desk. Client records, new account submissions, paperwork requirements, support requests, and your calendar all pull into one dashboard that already knows who you are and what you're licensed to see.

Request beta access Explore the platform

See Orbit live at Vision 2026 in Boston, October 26 to 28.

UUplink Work items and status, without the second login
RRedtail Your client records, synced into Orbit
WWealthscape One click through, already signed in
RBRightBRIDGE Suitability evidence, filed where it belongs
AAxis Reached from Orbit, not from a bookmark folder
ZZendesk Open a ticket without losing your place
eeSign Sent from the same screen you built it on
FForms The library, linked where you'd look for it
Same systems. One front door.
The problem we set out to fix

Six systems. Six logins. Six places to check whether a piece of business moved. Each was built for a different job by a different provider, and they don't work together seamlessly. Enter Orbit.

1 sign-in

One set of credentials that already knows your rep codes, your firm, and what you're licensed to see.

1 status

Every piece of business in process in one queue with clear status updates.

1 place to start

Accounts, clients, documents, support and your calendar, all opened from the same dashboard.

Inside Orbit

The work you do every day. Rebuilt.

Real workflows, running on your client data, scoped to your rep codes and your team's permissions.

Meeting assistance

Walk in already prepped

  • Today at a glance. Your meetings, summaries from previous meetings, and your commitments.
  • Follow-ups drafted for you. Orbit writes them up. You confirm them before anything is filed.
  • Supervised like everything else. Timestamped and retained at the same standard as the rest of your records.
Open new accounts

The paperwork checks itself

  • NIGO caught at the keyboard. Missing initial, wrong registration, blank alternative. Flagged so you can fix it before submission.
  • Reg BI built in. Form CRS data, reasonably available alternatives, due diligence attestation. Documented, timestamped, done.
  • One guided path. Client information, account details, funding, forms, review and sign.
Clients and work items

Know where every piece stands

  • One queue. Everything in process, whether you run one rep code or several codes.
  • Records side by side. Redtail records and Orbit records together, no unnecessary duplication.
  • Scoped by permissions. Your team sees your data. Assistants get the same view, scoped by permissions.
Client portal

One place for your clients

  • Invite and onboard. Send a portal invitation and let clients complete and update their own information.
  • Statements and documents. Clients view and download statements and share documents back, without an email thread.
  • Every signature in one queue. eSign tasks and wet-signature download and upload tasks, together in one list.
Support, documents, and forms

Home office help, in place

  • Ask, send, find. The time-consuming clicking around to find the right screen is eliminated; tasks are handled in the same place as everything else.
  • Tickets you can track. Raise one with the home office and follow it without leaving what you were doing.
  • Legacy stays linked. The forms library and the applications you use today, right where you'd look for them.
What changes on Monday

A normal Monday, minus the tab sprawl.

Nothing here is a new task. It is the same work you did last week, with fewer places to do it.

7:58 AM

You open one tab.

The dashboard shows what is actually waiting on you: work items pending your review, what is out for signature, and what came back and why. Scoped to your rep codes, not the whole firm's.

Dashboard
8:20 AM

Your 10:00 am meeting is already prepped.

Today's meeting, summary of the last meeting, and the commitments you made. You walk in knowing what you promised.

Meeting assistance
10:45 AM

New account, start to signature.

One guided path: client information, account details, funding, forms, review, and sign. Reg BI and suitability are steps in the flow, not a packet you chase down afterward.

Open new accounts
1:15 PM

The client handles some of their own paperwork.

The client updates their information, picks up whatever needs signing, and sends documents back through the portal instead of an email thread.

Client portal
3:40 PM

You need help, and you do not lose your place.

Open a ticket with the home office from inside Orbit, see where your open ones stand, and get back to what you were doing.

Support
4:55 PM

Anything Orbit does not do yet is one click away.

The forms library and the applications you use today stay linked right where you would look for them. Nothing gets turned off.

Legacy
The principle behind every AI feature

Orbit drafts it.
You decide it.

Orbit only joins the meetings you invite it to, writes up what it hears, and pulls out what you said you would do. Then it stops. Nothing is filed, sent, or acted upon until you have read it and confirmed it.

AI reads the signals.
You make the call.

Meeting assistance
Today Friday, November 6
Synced just now

Good afternoon, Dana

5 meetings today. Your next client meeting is Bergstrom Trust at 3:00 PM.

MeetingsMeeting summaries
MON2
TUE3
WED4
THU5
FRI6
Full calendar →
8:30AM
Ramirez Family, Annual ReviewTeams · 1 hr
Summary ready
10:00AM
Dale Whitfield, 401(k) RolloverIn person · 45 min
Summary ready
11:30AM
Chen Household, Beneficiary UpdateTeams · 30 min
Summary ready
1:00PM
Patricia Okafor, Prospect IntroductionTeams · 30 min
Summary ready
3:00PM
Bergstrom Trust, Quarterly Check-inTeams · 30 min
Starts in 2 hrs

My tasks3

What you committed to, pulled from your meetings and client records.

Send the Whitfields the signed rollover confirmation

From Dale Whitfield · 10:00 AM

Update the Chen household beneficiary designation in the client record

From Chen Household · 11:30 AM

Email Patricia the Form CRS and the two fund comparisons we discussed

From Patricia Okafor · 1:00 PM
Drafted by Orbit · Confirmed by you

Your meetings appear on the left. The commitments Orbit pulled out of them appear on the right, waiting for you to confirm.

Built for the office, not just the financial professional

The fastest way to give someone time back is to stop wasting it in the first place.

Financial professional

See all the moving parts at a glance

What's pending your review, what's out for signature, and what came back and why, before anyone has to ask you about it.

Assistant

Pick up any file, mid-process

Start an account and save the draft, upload what's outstanding, and open tickets on the financial professional's behalf.

Multi-professional office

Permissions the platform enforces

Who sees whose data is enforced by the platform, not by relying on the honor system.

What happens next

Orbit rolls out on your schedule alongside the systems you use now. Nothing gets turned off.

Conference · October 26 to 28, 2026

See it live at Vision 2026

Walk through Orbit in Boston with the team that built it, and tell us what works and what can be improved.

Beta · now through December 31, 2026

Use Orbit next to what you have

Bring your feedback. Beta participants will help shape what ships, and we'll publish what we changed because of your input.

Launch · January 1, 2027

One platform across all three firms

Sigma Financial Corporation, Parkland Securities, LLC, and Sigma Planning Corporation on the same system, at a pace you set.

Beta

Come pressure-test it before we launch it.

Learn it early, influence it now, and be fully prepared before the broader transition.

What participation looks like

The time commitment, up front.

  • One 30-minute guided onboarding session
  • Two brief feedback check-ins during the beta period
  • Use Orbit in your everyday work while you keep using your existing systems
  • Include an assistant or team member as an additional beta user

What you get

Why it is worth the time.

  • Early access before the broader rollout
  • Direct influence over workflows and features
  • Dedicated onboarding and support
  • Recognition as an Orbit founding user

Beta space is genuinely limited. A small group will be selected for this round, and everyone who requests access will hear back from us either way.

Request beta access

Tell us who you are and what you want Orbit to do. Every request is read by the product team, and you will hear back either way.

Please add your name.
Please add a valid email address.
Please choose a firm.
Please add at least one rep code.

Requests go to orbit-beta@axtella.com. We use what you send only to run the beta program.

Request sent

Beta space is limited, so it may take us a few days to work through requests. Either way, you will hear from us.