SAY HELLO TO ORBIT
Big picture.
Little companion.
Meet Orbit, a friendly presence in Trajekt. Orbit brings a little more clarity to the moments when you’re looking at your money and wondering what comes next.
Part of Trajekt · Private beta
YOUR COMPANION FOR A CLEARER PICTURE
A LITTLE MORE HUMAN
Money is personal.
Understanding it should be, too.
There’s a lot behind every number: plans, priorities, questions and the things you’re working toward. Orbit is there to make looking at that picture feel a little more approachable.
In Trajekt’s Advisor experience, Orbit appears alongside suggestions and the financial context behind them—helping you explore what may be worth a closer look.
INSIDE TRAJEKT
Clarity starts with context.
You enter the information that makes up your financial picture. Trajekt brings it together, and the Advisor experience helps put what you see into perspective.
See a suggested next step alongside your information.
Explore the details behind what’s shown.
Add context when more information is needed.
An earlier beta preview with example data. The screen is illustrative and is not financial advice.
THE IDEA BEHIND ORBIT
A clearer view can make
room for possibility.
Orbit is part of our belief that understanding money should feel less intimidating and more approachable. Your decisions are always yours to make.
Trajekt is an educational planning tool, not a registered financial adviser.
WHAT’S NEXT
Get to know your
financial picture.
Trajekt is in private beta. Join the waitlist for invitations and updates.
Join the waitlist