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Denali: The Data Layer

One Data Foundation. 
Every Experience.

The data engine powering Orion Summit Experience, Orion Strategic Insights, and Denali AI.

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Denali Data Layer
 

AI runs on data.
The question is whether yours is ready.

 
Orion's Unified Data Foundation

From Fragmented Data to a Single Source of Truth

The Denali Data Layer is Orion's wealth-tech data layer — built to ingest, normalize, and connect data from across your entire tech stack. It transforms fragmented inputs from custodians, CRM, and accounting tools into a single, reliable source of truth. That foundation is what makes Summit Experience, Strategic Insights, and Denali AI possible.

What Denali Powers

Three Products. One Foundation.

 

Client & Advisor Experience

Summit Experience

The premium, white-labeled client and advisor experience layer. Powered by Denali, it unifies portfolio, planning, and client data in a single branded interface your firm fully owns.

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Firmwide Analytics

Strategic Insights

The firmwide analytics platform for firm leaders. Powered by Denali, it surfaces AUM trends, advisor performance, household growth, and retention in a single intelligence view.

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Applied Intelligence

Denali AI

The integrated AI layer for advisory firms. Powered by Denali's clean data foundation, it lets advisors ask questions in plain English and surface next-best actions to review and act on.

Explore Denali AI

How It Works

One Engine. Three Experiences.

Bad data isn't a minor inconvenience — according to Advisor360's 2024 Connected Wealth Report,1 it's the single biggest technology challenge wealth management firms face. The problem isn't that firms lack data. It's that their data is fragmented across systems that don't talk to each other, inconsistently formatted, and impossible to act on without manual cleanup. Denali is the engine built to solve that.

We believe data belongs to the advisor
— not the platform.

Architecture Overview

1
Integrator
 
2
Ingestion
 
3
Analysis
 
4
System
DATA SOURCES Custodians CRM AccountingSoftware OtherSystems DENALI DATA LAYER Integrator Establish connections › Ingestion Normalize + validate › Analysis Configure data marts › System Publish + share Summit Experience Client & Advisor Experience Strategic Insights Firmwide Analytics Denali AI Connected Intelligence

Stage 1 of 4

Denali establishes secure connections to your existing systems — custodians, CRM platforms, accounting software, and other tools your firm uses. No manual rekeying required.

Capabilities

Unify Your Data Automatically

Denali pulls from custodians, CRM, and accounting tools without manual rekeying. Data stays current without your team managing the pipeline.

Clean, Normalize, and Validate

Raw data from different systems uses different formats, labels, and structures. Denali standardizes it so every product draws from the same consistent source.

Power Summit, Strategic Insights, and Denali AI

Every insight, experience, and AI response built on Denali starts from the same verified data. No translation layers. No reconciliation gaps.

Support Structured and Unstructured Data

Denali handles both portfolio and account data and document-based or free-form data, making it a complete foundation for AI applications.

Scale Personalization with Context

Because Denali connects household, planning, and portfolio data, the experiences and insights it powers can be specific to each client — not averaged across the book.

Built for Wealth Management, Not Adapted to It

The normalization logic, custodian connections, and validation rules are built for financial advisory firms. Nothing about this engine had to be retrofitted from a general-purpose platform.

How Denali Compares

Why Firms Choose Denali Over Building It Themselves

Build It Yourself

Orion Denali Data Layer

Hire and maintain internal data engineering

No-code configuration — no custom deployments

Build your own connection to each custodian and CRM

Automated standard wealth-tech connections built in

Your team interprets and maintains normalization logic

Orion maintains it

Outputs limited largely to internal use

Powers Summit Experience, Strategic Insights, and Denali AI

Orion
Get Started

Not Sure Where to Start?

Talk to our team about which Denali-powered product fits your firm.

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Frequently Asked Questions

What is Orion's Denali Data Layer?

The Orion Denali Data Layer is the wealthtech-optimized data engine that unifies, cleans, and activates a firm's most important data. It ingests from Orion products, Redtail, custodians, CRMs, and other third-party sources — normalizing and validating everything into a single reliable foundation. Summit Experience, Strategic Insights, and Denali AI all run on top of it.

What products does Denali power?

Denali is the shared data foundation for three Orion products: Summit Experience (the premium client and advisor experience layer), Strategic Insights (firmwide analytics and reporting), and Denali AI (enterprise intelligence). Each draws from the same clean, connected data layer rather than maintaining its own siloed pipeline.

Does Denali connect to non-Orion data sources?

Yes. Denali ingests from Orion products and from sources outside Orion — including custodians, CRM platforms, accounting software, and other third-party systems your firm already uses. No manual syncing or field mapping required.

How does the Denali Data Layer handle data quality?

Denali normalizes and validates data as it flows in — removing duplicates, resolving inconsistencies, and standardizing fields across sources. Always-on validation means your firm works from a single trustworthy source rather than reconciling conflicting data from disconnected systems.

What kinds of data does Denali support?

Both structured and unstructured. Denali captures performance metrics, portfolio data, and CRM records alongside PDFs, meeting notes, custom tags, and firm-specific metadata. Firms can extend the data model further with custom calculated fields and labels tailored to how they operate.

Why use Denali instead of building a data layer internally?

Building and maintaining a custom data integration layer requires significant engineering resources, ongoing vendor mapping, and constant upkeep as source systems change. Denali is purpose-built for wealthtech — pre-connected to the systems advisors actually use, with normalization and validation built in from day one — so firms get a production-ready foundation without the infrastructure overhead.

Who is Denali available to?

The Denali Data Layer is available to Orion Advisor Technology customers. It serves as the underlying foundation for Summit Experience, Strategic Insights, and Denali AI. Connect with the Orion team to discuss how it fits your firm's existing stack.

How does a firm get started?

Getting started begins with a consultation with the Orion team to map your existing data sources and identify which Denali-powered products align with your goals. Orion handles the integration and normalization setup from there, so your team can focus on acting on clean data rather than managing it.

1Source: Advisor360 2024 Connected Wealth Report

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.