The future of wealth management technology is being shaped by enterprise-grade artificial intelligence designed to augment, not replace, the human advisor. Orion has announced Orion Denali AI, a new enterprise intelligence platform that serves as the core of its AI-first ecosystem. This platform is built to connect data, workflows, and insights across the entire advisor technology stack, transforming how firms turn complex data into actionable client advice.
Orion has launched Orion Denali AI, an enterprise intelligence platform for wealth management.
The AI-native platform unifies data and workflows across an advisor's entire technology ecosystem.
It allows advisors to ask plain-English questions and receive data-backed insights in seconds.
Key benefits include increased advisor capacity, powered organic growth, and faster client service.
The platform provides granular administrative control for compliance, governance, and data security.
After a current client beta, Orion Denali AI will be broadly available to advisors in 2026.
Orion Denali AI is architected to be the intelligent layer that connects every system and workflow across Orion and its open ecosystem. It delivers real-time, enterprise-grade intelligence that empowers advisors to personalize client interactions and scale their practices while maintaining the transparency and control required in a regulated industry.
Reed Colley, President of Orion Advisor Technology, outlined the vision, stating, “Orion Denali AI is the cornerstone of Orion’s future — a future where every facet of wealth management is powered by intelligence. From day one, we built Denali to be AI-native, with architecture that seamlessly integrates data, experience, and insight. It’s not just about automation — it’s about empowering advisors with clarity, control, and confidence.”
The platform enables advisors to ask questions in plain English—such as “Which clients are behind on their goals?”—and receive clear, data-backed insights in seconds. This dramatically accelerates the speed from analysis to actionable advice.
The platform's functionality is designed to address core challenges for advisory firms. It increases advisor capacity by automatically surfacing next-best actions and generating AI-assisted client messages. It powers organic growth by combining data into dynamic visualizations for hyper-personalized client experiences. Critically, it gives firms complete control, with administrators able to define permissions down to the individual data point to ensure alignment with firm policy and compliance standards.
Currently in client beta, Orion Denali AI is scheduled for broad availability to Orion advisors in 2026. The underlying philosophy of the platform is to use AI to make advisors more effective, not to replace their role. By handling administrative tasks and generating intelligent insights, the technology is designed to free up advisors to focus on higher-value, relationship-building activities with their clients, ultimately strengthening the human connection that is central to financial advice.
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. Orion services $5.6 trillion in assets under administration and $124 billion of wealth management platform assets (as of September 30, 2025), supporting over 7.8 million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron’s RIA firms1 rely on Orion’s technology to power their businesses and win for investors.
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