Orion Denali AI

AI That Knows Your Firm

Intelligence built on your data. Not someone else’s.

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Explore the Data Layer

Denali
Built for the Connected Advisor Firm

Where Every Workflow Gets Smarter

Orion Denali AI is the enterprise intelligence platform for advisory firms — connecting CRM, planning, portfolio, and risk data into one adaptive environment. Advisors ask questions in plain English, surface next-best actions, and receive automated insights on schedule. Built on the Denali Data Layer, with permissioned access, full audit trails, and isolated firm environments at every step.

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.

  • Connected Intelligence: Connects CRM, planning, portfolio, and risk data across Orion and beyond into one intelligent foundation — so every advisor and every workflow draws from the same verified source.
  • Speed to Advice: Ask questions in plain English and get data-backed answers in seconds. Denali AI flags clients who need attention, generates meeting prep summaries, and delivers automated client digests — moving your team from data retrieval to client action faster.
  • Personalization at Scale: Surface next-best actions for advisor review, identify outreach opportunities, and visualize key trends — all grounded in each client's actual data, not generic signals.
  • Control and Transparency: Define exactly 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 advisors in control at every step. Denali AI enhances capacity and surfaces insights, but humans review, approve, and act — intelligence that fits how your firm already works.
Denali Ai

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.

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

The Framework Behind 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.

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Turn Intelligence Into Advantage

Ready to see it in action? Reach out for a consultation with our team today.

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Frequently Asked Questions

What is Orion Denali AI?

Orion Denali AI is the enterprise intelligence platform for advisory firms — connecting CRM, planning, portfolio, and risk data into one adaptive environment. Advisors can ask questions in plain English, surface next-best actions for human review, and receive automated insights on schedule. It's built on the Denali Data Layer, so every insight is grounded in your firm's own verified data.

How is Denali AI connected to the Denali Data Layer?

The Denali Data Layer normalizes and unifies your firm's most important data before Denali AI ever touches it. Denali AI draws only from sources your firm has explicitly authorized — so every insight it generates is grounded in clean, validated records rather than fragmented or stale data.

What data does Orion Denali AI access?

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

How does Orion Denali AI differ from general-purpose AI tools?

General-purpose AI tools draw from public data and broad training sets — they don't know your clients, your portfolios, or your firm. Denali AI is purpose-built for wealth management, connected directly to your own firm data, and designed to surface insights advisors can act on with confidence after review. Every output is explainable and grounded in what your firm has authorized.

Does Denali AI replace advisors?

No. Denali AI is built to amplify advisor capacity, not replace human judgment. It handles data retrieval, pattern recognition, and insight surfacing — freeing advisors to focus on client relationships and decisions. Every action is subject to advisor review, and humans remain in control at every step.

How does Orion Denali AI protect firm data?

Each firm operates in a fully isolated, single-tenant environment. Data access is governed by explicit permissions with full audit trails for compliance. Models are never trained on firm data, and every interaction is subject to guardrails designed for enterprise use.

Is Orion Denali AI available for Orion Wealth Management clients?

Denali AI is currently being evaluated internally in partnership with Orion's Wealth Management team. Availability for Wealth Management clients will be guided by insights from that evaluation. Connect with the Orion team for the latest on timing and access.

How does a firm get started with Denali AI?

Getting started begins with a consultation with the Orion team to map your firm's data sources and identify the right configuration. Orion handles the integration setup from there — so advisors can start asking questions and acting on insights without rebuilding their tech stack.

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