Orion, the wealth management technology provider, has announced the launch of a new artificial intelligence-based enterprise advisory platform dubbed Orion Denali AI.
The new platform aims to unite data, workflows and planning insights across the advisor ecosystem, according to the announcement, allowing advisors to grow faster and smarter while letting firms maintain transparency and control.
Reed Colley, president of Orion Advisor Technology, said in a statement that Denali AI represents the “cornerstone of Orion’s future.”
“From day one, we built Denali to be AI-native, with architecture that seamlessly integrates data, experience and insight,” Colley said. “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.”
As Colley recounted, the new platform lets advisors ask advanced planning and client service questions in plain English. 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.
Further, Orion Denali AI can be used to automatically surface suggested next-best actions for advisor review and identify clients or prospects who may need proactive outreach. For example, the platform can identify clients nearing required minimum distribution deadlines or those who show new account activity.
Orion Denali AI extends beyond Orion’s platform to connect an advisor’s full technology environment across CRM, planning, risk and portfolio management. This level of connectivity, Colley said, enables a more cohesive, context-aware planning experience.
Finally, Orion Denali AI gives firms greater control over what’s “in scope” for evaluation, including opt-in and opt-out capabilities for data sharing. Administrators can likewise define permissions down to the individual data point and action.
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