Orion Showcases the Future of Advisor Technology with Orion Denali AI — the Enterprise Intelligence Platform at the Core of Its AI-First Ecosystem

Orion Denali AI unites data, workflows, and insights across the advisor ecosystem — empowering firms to deliver faster advice, deeper personalization, and scalable growth with trust and transparency

OMAHA, Neb.--(BUSINESS WIRE)--Orion today announced Orion Denali AI, the new enterprise intelligence platform powering its AI-first ecosystem and transforming how advisors and executives turn data into action. Built to connect every system and workflow across Orion and its flexible, open ecosystem, Orion Denali AI delivers real-time, enterprise-grade intelligence that helps advisors move faster, personalize deeper, and grow smarter — all while maintaining the transparency and control firms expect from Orion.

“Orion Denali AI is the cornerstone of Orion’s future — a future where every facet of wealth management is powered by intelligence,” said Reed Colley, President of Orion Advisor Technology. “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. Orion Denali AI keeps humans at the center, because technology should supercharge advisors, transforming their expertise into a superpower — not replacing their role. Our tools are designed to elevate impact, not diminish it. And with scalable, reliable, and mobile-ready experiences, Orion Denali AI helps advisors spend more time where it matters most: with clients.”

What Advisors Can Expect with Orion Denali AI

Faster speed to advice: Advisors can ask questions in plain English — such as “Which clients are behind on their goals?” or “Show me households with concentrated stock positions.” Orion Denali AI delivers clear, data-backed insights in seconds, allowing firms to move from analysis to advisor review, action, and approval with greater speed and confidence.

Increased advisor capacity: Orion Denali AI can be utilized to automatically surface suggested next-best actions for advisor review and identify clients or prospects who may need proactive outreach — such as those nearing RMD deadlines or showing new account activity. The platform generates AI-assisted messages with relevant context and creates tailored meeting agendas, reducing administrative tasks and expanding advisor capacity for higher-value client engagement.

Powering organic growth: By combining investment data, milestones, and activity updates into dynamic visualizations, Orion Denali AI helps advisors deliver more personalized experiences that demonstrate insight and care. The result is stronger relationships, improved retention, and accelerated growth — all driven by intelligence that scales personalization without sacrificing the human connection.

Connecting the ecosystem: Orion Denali AI extends beyond Orion’s platform to activate an advisor’s full technology environment. By connecting CRM, planning, risk, and portfolio management systems into one adaptive intelligence layer, the platform enables a more cohesive, context-aware experience across data, workflows, and client interactions.

Control with confidence: Orion Denali AI gives firms complete control over what’s in scope for evaluation, including opt-in-/opt-out capabilities for data sharing. Administrators can define permissions down to the individual data point and action — ensuring every aspect of the system that can be AI-enabled is aligned with firm policy, governance, and compliance standards. Additional information about security, transparency, and compliance is available here.

Availability

Currently in client beta, Orion Denali AI will be broadly available to Orion advisors in 2026. Learn more here.

Colley added, “This is about using AI to make advisors more human, not less. By combining automation that expands capacity, insights that anticipate client needs, and intelligence that supports better decisions, Orion is building technology that helps advisors move faster, connect deeper, and grow stronger.”

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. 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. Learn more at Orion.com.

¹ Source: 2025 Top 100 RIA Firms, Barron's, 2025.

Outputs generated by Orion Denali AI should be reviewed for accuracy and appropriateness by financial professionals in all cases.

Wealth Management Assets Under Management include assets managed on a discretionary and non-discretionary basis by Orion Portfolio Solutions, LLC ("OPS") and TownSquare Capital, LLC ("TSC") on their proprietary platforms, assets in proprietary and third-party models made available through OPS's Communities platform, and assets in OPS's proprietary models managed on third-party platforms.

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