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Orion announces the enterprise version of Denali AI is now live, delivering an integrated AI experience within its wealthtech platform. Two new AI Assistants—Report Assistant and Query Studio—also launch, enabling advisors to replace fragmented workflows with a single prompt screen that draws on trusted, permissioned firm data for faster insights and automation.
Orion, a leading provider of connected wealthtech solutions, reaches a significant milestone in its AI strategy with the enterprise rollout of Denali AI at Ascent 2026. This release addresses advisor pain points by consolidating data access and AI capabilities into a unified platform experience.
Advisors frequently juggle multiple tools, tabs, and specialized skills to gather context and prepare client materials. Denali AI changes this by offering one integrated prompt screen that pulls from trusted, firm-approved data sources across Orion’s ecosystem. Advisors receive clear, actionable answers in the flow of work, automate repetitive preparation tasks, and maintain full oversight through traceable, reviewable outputs aligned with firm policies.
The platform’s connected nature ensures richer context than isolated AI solutions, which often lack visibility into the complete advisor tech stack. This enables faster decision-making, greater personalization at scale, and increased capacity to serve more clients without sacrificing the human element of advice.
“Today, advisors are trapped in a swivel-chair workflow with multiple tabs open, specialized skills needed to stitch together answers, and expensive tools and providers that still leave them hunting for context,” said Reed Colley, President of Orion Advisor Technology. “Orion Denali AI unlocks that opportunity by putting a single, integrated prompt screen inside Orion’s connected platform, where it can draw on trusted, permissioned data across the full workflow to surface the right information at the right time, automate the prep and follow-through advisors never wanted to do, and keep firm controls and human oversight in place. With Denali AI, advisors spend less time searching for answers and more time advising. That creates capacity to serve more households – without losing the personal touch.”
Report Assistant streamlines reporting by automatically drafting client-ready documents based on firm templates and approved content, significantly reducing manual effort in assembly and formatting.
Query Studio empowers operations teams to interact with complex data using natural language queries. Users can pull insights, apply filters, create visualizations, and export results quickly, minimizing internal dependencies and accelerating responses.
Orion’s 2026 Advisor Wealthtech Survey highlights the demand for advanced AI: only 10% of advisors currently use agentic or cross-system AI tools, while 23% have no AI in place. Yet advisors rank AI and automation as the top growth driver for 2026, with 60% prioritizing efficiency and personalization gains from these technologies.
“As beta users of Orion’s AI Assistants, we see the potential firsthand for measurable time savings and faster insights,” said Zach Lindgren, Platform Integration, Wealth Enhancement®. “We share Orion’s enthusiasm for productivity improvements made possible by technology like AI as we continue to drive towards our mission of bringing personalized, comprehensive financial planning to our clients.”
Orion plans broader availability of Denali AI to advisors and firms of all sizes later in 2026. The Orion Service Bot, already deployed internally, will soon support advisors with faster answers on trading, reporting, billing, and integrations, improving over time through interaction learning. Additional AI Assistants for proposal generation, account opening, billing, and reconciliation are also in development.
These advancements position Orion to help firms modernize operations, boost advisor productivity, and deliver more value to clients in an increasingly competitive wealth management landscape.
About Orion
Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success.
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