GBM Wealth vs Orbit Spending

For GBM Wealth Management clients, an efficient and detailed tool to access and manage investment accounts. This mobile application allows clients to securely view their total wealth, making it easy to consolidate in a snapshot all the total portfolio on an aggregated basis or by individual account.

Orbit tracks your spending automatically. Set up a one-time Shortcut and every Apple Pay purchase logs itself the moment you tap to pay: amount, merchant, and card, without ever opening the app. No bank logins. No spreadsheets. No typing in receipts. TRACKING THAT DOES ITSELF • Apple Pay purchases import automatically, in the background • Merchant logos and smart categorization keep your list tidy • Cash or card purchases add manually in seconds • See where a purchase happened on a map KNOW WHAT YOU CAN SPEND • Monthly budget with a daily allowance that updates as you spend • Everyday-spending mode that ignores fixed costs like rent • Recurring payment tracking so subscriptions never surprise you • Alerts for budget limits, large purchases, upcoming charges, plus a weekly summary • Home Screen widget with your month at a glance SET UP IN A MINUTE Sign in with Apple, Google, or email, follow the guided setup, and your next tap-to-pay purchase tracks itself. Your history syncs to your account, so a new phone picks up right where you left off. PRIVATE BY DESIGN No analytics, no ads, no selling your data. Purchase locations never leave your device. Face ID lock and in-app account deletion included. Orbit is free.