Orion Denali AI

The intelligence layer connecting every system, every workflow, and every decision.

Be the First to Learn More

Currently in client beta. Broad availability coming in 2026.

Denali Ai
Enterprise Intelligence for Modern Wealth Firms

The Core of a Connected, Intelligent Firm

Advisors don’t need more technology — they need their technology to work together. Orion Denali AI is the enterprise intelligence platform that unifies data, workflows, and insights across your entire ecosystem. From CRM and planning to risk and portfolio management, Denali AI transforms fragmented systems into one adaptive environment for clarity, speed, and smarter decision-making.

Built to keep humans at the center, Denali AI gives firms the intelligence to act quickly and the transparency to act confidently.

Denali Ai

Connected Intelligence, Delivered with Control

Denali AI turns complex data into clear, explainable insights that help advisors focus on what matters most — their clients.

Key Benefits

  • Connected Intelligence: Unifies data, workflows, and systems across Orion and beyond, creating one intelligent foundation for the entire firm.
  • Speed to Advice: Ask questions in plain English and get data-backed insights in seconds, moving from analysis to advisor review, action, and approval with greater speed and confidence.
  • Personalization at Scale: Surface suggested next-best actions for advisor review, visualize key trends, and deliver tailored client experiences that drive growth.
  • Control and Transparency: Define what data Denali AI can access, how it’s used, and who can see it — every action is permissioned, auditable, and explainable.
  • Advisor-Centric Design: Keeps humans in control by enhancing capacity and precision without adding complexity.
Unified Technology

Connect. Simplify. Empower.

  • Connects your systems. Combines data from CRM, planning, portfolio management, and risk tools into one connected view. 

  • Answers questions instantly. Ask questions in plain English and get clear, data-backed answers in seconds.

  • Surfaces next steps automatically. Flags clients who need attention, highlights opportunities, and identifies potential risks.

  • Prepares insights and reports. Creates meeting prep summaries, client digests, and performance updates automatically.

  • Keeps data secure and compliant. Tracks how data is used and ensures every action is transparent and auditable.

Advisor Advantage

Simplify. Focus. Grow.

  • Saves time. Reduces hours spent searching for data so advisors can focus on clients.

  • Improves decision-making. Combines information across tools for a clearer picture of each client and the firm.

  • Drives growth. Identifies outreach opportunities and ways to strengthen relationships.

  • Simplifies operations. Reduces tech complexity by uniting tools into one intelligent workspace.

  • Builds trust. Provides complete transparency into data and AI activity for compliance and confidence.

Insight, Automation, Control.
Seamlessly Connected.

5

AI That Amplifies Advisor Impact

Denali AI enhances — not replaces — human expertise. Every insight is explainable, every action traceable, and every workflow designed to give advisors more time for what matters most: client connection. It’s intelligent technology, grounded in human judgment and trust.

See and Control Every Connection

The Data Catalog gives firms full visibility into their connected ecosystem. Every dataset — from CRM and planning to portfolio and risk — is mapped, permissioned, and auditable. Firms choose exactly what Denali AI can access, maintaining transparency and confidence at every step.

Denali Ai
2

Automated Insights That Find You

Schedule prompts and recurring digests to keep critical information front and center. From client touchpoint summaries to monthly performance updates, Denali AI delivers proactive insights automatically — freeing advisors to focus on strategy and relationships.

Your Firm’s AI Command Center

My Denali AI gives administrators full control and visibility into their AI environment — including usage data, activity logs, and connected sources. It’s where firms define configurations, align policies, and ensure every AI interaction adheres to governance and compliance standards.

Denali Ai
4

Secure. Scalable. Explainable.

Built on Orion’s Denali Data Layer and powered by modern AI technologies, Denali AI is engineered for performance and protection. Firms operate in fully isolated environments with explainable actions, permissioned access, and enterprise-grade oversight.

Gif Placeholder Card
Your Data. Connected. Finally.

Orion Denali AI: Features & Benefits

  • Connected Intelligence: Unified data, workflows, and systems across Orion and beyond.
  • Control and Transparency: Complete oversight of data use and AI activation.
  • Speed to Advice: Ask questions in plain English and get clear, data-backed answers in seconds.
  • Personalization at Scale: Dynamic visualizations and next-best-action insights.
  • Advisor-Centric Design: Keeps humans at the center - enhancing advisor capacity.
Static Placeholder Card
The Data Catalog

Your Data. Your Control.

The Data Catalog gives firms a clear view of every dataset connected through Orion Denali AI, from CRM and planning to portfolio management, risk, and proprietary sources. It puts firms in control of their data, allowing them to decide exactly which sources and data points Denali can access. Every connection is transparent, permissioned, and auditable, with potential PII flagged for compliance. If data is not shared, Denali does not see it. Firms can define how each dataset is used and interpreted, preserving firm-specific context while maintaining accuracy, trust, and confidence in every insight Denali delivers.

Gif Placeholder Card
Stay Ahead with Automated Insights

Schedule Prompts and Recurring Digests

Orion Denali AI makes it easy to keep key insights front and center. Once data points are identified, users can schedule prompts and set recurring digests to automatically surface updates, trends, or alerts. From weekly client touch reports to monthly risk summaries, Denali delivers the information that matters most, on time and without manual effort, so advisors can stay proactive and focused on clients.

 
 
Static Placeholder Card
Your Firm’s AI Command Center

Manage Transparency and Control with My Denali AI

My Denali AI gives firms complete visibility into how their AI environment operates. From token usage and model activity to the data sources and points opted in, every connection is transparent, permissioned, and auditable. It’s where teams manage configurations, provide firm context, and understand exactly how Orion Denali AI is working behind the scenes, ensuring confidence, clarity, and control at every level.

Advisor
AI-Native. Human-Focused. Future-Ready.

Inside Denali AI

Take a behind-the-scenes look at the technical foundation and security framework powering Orion Denali AI. See how we designed an AI-native architecture built for transparency, scalability, and trust.

Read the Blog

Turn Intelligence Into Advantage

Be among the first to experience how Orion Denali AI brings data, workflows, and decisions together — giving your firm the intelligence to move faster and grow smarter.

Be the First to Learn More

Frequently Asked Questions

Is Orion Denali AI broadly available?

Not yet. Denali AI is currently in client beta, with broad availability planned for 2026. Additional details on pricing, packaging, and onboarding will be provided at launch.

How can I participate in the beta period?

The beta is open to a limited number of Orion clients. If you’re interested, contact your Orion representative for details.

How is Orion Denali AI connected to the Denali Data Layer?

Orion's Denali Data Layer is the foundational data architecture that unifies a firm’s most important information. Denali AI connects directly to that system to interpret firm data and generate insights from what’s authorized for use.

What data does Orion Denali AI access?

Only what your firm authorizes. Each data source and data point is permissioned, transparent, and auditable. Sensitive data and PII are automatically flagged, and anything not shared remains invisible to the system.

What can firms expect from the beta experience?

Beta participants will gain early access to features, test workflows in real-world environments, and help shape the platform through direct feedback.

How does Orion Denali AI differ from other AI tools in wealth management?

Most solutions sit at the edges of the ecosystem. Denali AI sits at the center — unifying data, workflows, and systems into one enterprise-grade intelligence layer that powers the entire advisor experience.

How does Orion Denali AI protect firm data and privacy?

Each firm operates in an isolated, single-tenant environment. Data access is governed by explicit permissions, with full audit trails for transparency and compliance. Models are never trained on firm data, and interactions leverage guardrails to ensure responsible use.

What kind of insights can Orion Denali AI surface?

Denali AI can identify trends, anomalies, and opportunities across client portfolios, performance, and engagement data — delivering clear, contextual insights that drive proactive decisions.

Is Orion Denali AI available for Orion Wealth Management clients?

During the beta period, Orion Denali AI will be evaluated internally in partnership with Orion’s Wealth Management team to assess its capabilities and potential applications. We’ll use insights from this internal evaluation to guide how and when Orion Denali AI becomes available to Wealth clients.

Is Orion Denali AI available on mobile?

Yes, Denali AI is optimized for use on mobile devices.

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