Orion announced plans Thursday for a major expansion this year in its Unified Managed Household strategy, which the wealthtech platform provider said will let advisors manage client assets across the full household.
The broader service should help advisors grow and scale their businesses while providing personalized household-level guidance for clients, Orion said at its Ascent conference, where it also announced that the enterprise version of its artificial intelligence technology is live.
Orion is nearing completion on a critical piece of its UMH rollout: the Unified Managed Account tax overlay technology.
The enhanced UMH platform will extend the reach of Orion's current Custom Indexing solution and trading tools, the firm said. It will allow AI-powered custodian statement analysis and AI-generated proposals with tax overlay, and help advisors manage taxable and nontaxable accounts together to provide tax-beneficial portfolio management, according to the firm.
"Unified Managed Household puts advisors firmly in the driver's seat, giving them real-time visibility and control across the full household portfolio so they can manage accounts, strategies and tax exposure in a more coordinated fashion," according to Ron Pruitt, president of Orion Wealth Management.
"With seamless connectivity to Orion's trading, planning, and data capabilities, UMH helps advisors provide more personalized advice focused on after-tax outcomes, and greater confidence that every decision supports a family's long-term goals," Pruitt added.
Orion's 2026 Advisor Wealthtech Survey showed that 84% of advisors say the ability to manage an entire client household through a single, coordinated portfolio would be valuable, with 48% noting this capability's potential to offer significant value.
Separately, the enterprise version of Denali AI is now live, embedding AI into Orion's wealthtech platform to streamline advisor workflows and enhance productivity, the firm announced.
Denali AI introduces an integrated prompt feature across portfolio management, planning, customer relationship management, reporting and Orion's broader data network, replacing what the firm called fragmented "swivel-chair" workflows.
"With Denali AI, advisors spend less time searching for answers and more time advising," said Reed Colley, president of Orion Advisor Technology, in a statement. "That creates [the] capacity to serve more households — without losing the personal touch."
Orion also launched two new AI assistants. Report Assistant generates client-ready report drafts, and using firm-approved templates and Query Studio enables operations teams to ask complex data questions in plain English, then export results without back-and-forth between departments, the company says.
Together, these tools are designed to reduce manual processes and free up advisor capacity.
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