Denali

Denali: The Data Layer

One wealth-tech optimized data layer. Every insight, experience, and decision — connected.

Learn More

Finally, Data You Can Trust

Fragmented data slows everything down, from misaligned reports to client views that can feel inconsistent. Denali fixes that by pulling in data from Orion, Redtail, custodians, CRMs, and other non-Orion sources, then normalizing it — without manual cleanup or rekeying.

You get a centralized data layer that’s reliable, structured, and fully usable. Get the confidence to act on what you see, without having to question its accuracy. 

Meet Denali

A Purpose-Built Data Engine for Smarter Advice

Denali cleans, connects, and activates your data — powering smarter insights and more personalized experiences.

Unify Your Data, Automatically

Denali ingests data from not only Orion, but also sources outside of Orion — no manual syncing or mapping required.

Clean, Normalize, and Validate

Say goodbye to duplicates, inconsistencies, and unreliable fields. Denali standardizes your data for total confidence.

Power Advisor and Executive Experiences

From portfolio reviews to revenue trends, Denali feeds reliable data into the tools your team uses to drive action every day.

Support Structured + Unstructured Data

Whether it’s a PDF, meeting note, custom tag, or performance metric, Denali captures and connects the data that matters.

Scale Personalization with Context

Deliver deeper insights and more tailored experiences by enriching data with firm-specific tags, labels, and client metadata.

Coming Soon: Get Future-Ready for AI

Denali gives you the clean, query-ready foundation you need to power next-generation analytics, automation, and AI initiatives.

Better Data. Better Decisions.

Denali

Accuracy

Always-on data validation ensures your firm is working from a single, trustworthy source — no syncs, duplicates, or guesswork.

Clarity

Organized, normalized, and enriched data gives you the transparency to uncover insights, spot risks, and serve clients more effectively.

Customization

Extend your data model with custom tags, documents, media, and calculated fields — tailored to how your firm operates.

Readiness

Denali gives you the foundation to power dashboards, AI models, or next-gen personalization — without rebuilding your tech stack.

Advisor Walking
Free Resource

Implement AI the Right Way

More than 80% of AI initiatives fail — often due to poor data foundations.

This guide outlines five critical steps to prepare your data for AI success, from defining your use case to training models with confidence.

Download Now

What the Orion Data Layer Powers

Orion Summit Experience

Transform how clients experience their wealth. The data layer fuels personalized dashboards, planning visuals, and insights.

Learn More
Summit - An Orion Company

Orion Strategic Insights

Make better firm-wide decisions with clean, connected data. Denali powers the analytics, segmentation, and dashboards in Orion Strategic Insights.

Learn More
Strategic Insights
Turn Data Into an Advantage

Ready to Take Control of Your Data?

Let’s talk about how Denali can help you unlock better insights, streamline your tech stack, and build a smarter foundation for growth.

Request a Consultation

Access to the Orion Strategic Insights platform is available exclusively to Orion Advisor Technology, LLC (“Orion”) customers. The platform aggregates data from Orion products and authorized third-party systems for informational purposes only. Orion Strategic Insights does not make recommendations or determine the suitability of any security or strategy, nor does past performance of a security or strategy guarantee future results. Orion does not guarantee the accuracy or completeness of external data and is not liable for decisions made based on these insights. Actions may require use of the originating system.

Access to the Orion Summit Experience is available exclusively to Orion Advisor Technology, LLC (“Orion”) customers. Orion Summit Experience aggregates data from Orion products and authorized third-party systems for informational purposes only. Orion Summit Experience does not make recommendations or determine the suitability of any security or strategy, nor does past performance of a security or strategy guarantee future results. Orion does not guarantee the accuracy or completeness of external data and is not liable for decisions made based on these insights. Actions may require use of the originating system.