Orion, a leading provider of wealthtech solutions, unveiled three transformative innovations at the Future Proof Festival: AI assistants, Orion Summit Experience, and Orion Strategic Insights. These tools empower financial advisors with real-time data, streamlined workflows, and personalized client experiences to meet evolving demands.
Orion launches AI assistants for data access and report creation.
Orion Summit Experience targets ultra-high-net-worth clients.
Strategic Insights offers real-time growth analytics for C-suite.
Powered by Denali, Orion’s advanced data lake technology.
AI features in beta Q4 2025, full rollout in 2026.
Enhances advisor efficiency and client personalization.
Orion introduced Report Assistant and Query Studio, AI tools designed to simplify complex tasks. Report Assistant, embedded in Orion’s Report Builder, enables advisors to generate client-ready reports via natural language queries, reducing manual effort. Query Studio allows operations teams to extract complex data sets without coding, minimizing reliance on support tickets. “AI assistants are just the beginning, and what Orion is building now is far more transformative,” said Reed Colley, President of Orion Advisor Technology. These features, currently in alpha, will enter beta in Q4 2025, with a broader rollout planned for 2026.
The Orion Summit Experience, integrated following the acquisition of Summit Wealth Systems in January 2025, caters to firms serving ultra-wealthy clients. This premium platform offers a customizable, firm-branded interface with unified data, CRM, reporting, and planning tools. “Today’s advisors are under increasing pressure to deliver more personalized value in less time,” said Natalie Wolfsen, CEO of Orion, highlighting its role in creating seamless, tailored experiences for complex wealth structures.
Orion Strategic Insights, built on the Denali data engine, provides C-suite leaders with real-time visibility into revenue, AUM, and client behavior. By eliminating data silos, it empowers executives to track M&A performance and drive firm-wide efficiency. Denali’s ability to normalize and enrich data ensures reliable insights, positioning data as a strategic asset for fast-growing firms.
Orion’s Denali data lake underpins these innovations, ingesting and normalizing disparate data sources to deliver consistent, real-time insights. This technology drives the scalability and precision of Orion’s AI assistants, Summit Experience, and Strategic Insights, redefining wealthtech for advisors and clients alike.
Orion’s latest innovations mark a significant leap in wealthtech, equipping advisors with AI-driven tools to enhance efficiency, personalization, and strategic decision-making, ensuring they meet the complex needs of modern clients.
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.
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