Orion's President of Advisor Technology, Reed Colley, recently joined Jenna Dagenhart of AssetTV for an in-depth conversation about Orion Denali AI.
They sat down during Schwab IMPACT 2025 in November to discuss what sets Orion Denali AI apart and how advisor-driven feedback informed Orion's expanded integrations with Schwab Advisor Services.
Reed also shared a forward-looking view of what’s coming next for Orion.
