Orion Denali AI

AI Built for How Firms Grow

Create capacity. Capture opportunity. Scale with control.

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See What Denali Does

Denali
AI Built for Wealth Management Firms

Advisors Don't Need More Technology

Your firm is under pressure to grow and deliver more personal service — without adding people, cost, and complexity at the same rate. Too much of your team’s capacity goes to routine work, and the client and firm data you already have rarely turns into something anyone can act on.

Another AI tool doesn’t fix that. A point tool does one job inside one system: it can transcribe the meeting, but it can’t then update the CRM, adjust the plan and flag the follow-up.

And you shouldn’t have to rebuild your firm around it. You’ve built your business on a mix of technology, data and processes that work — putting AI to work shouldn’t mean replacing that infrastructure or handing over control of your data.

Orion Denali AI is the AI platform for wealth management firms — built to do the work that helps firms grow. It’s embedded across Orion and connects to the systems you already depend on, so it brings together information that would otherwise sit in separate places, works out what needs to happen, and gets it done — with the control a regulated industry requires.

Choose What Works for Your AI Strategy

Three Ways to Bring Denali Into Your Firm

Denali takes work off your team's plate inside the Orion products they use every day, connects that work across them, and extends it out to the systems your business depends on. Your team stays in control at every step, with outputs reviewed by financial professionals in all cases.

Create Capacity

Powered by Denali

Grow more without adding more.

AI built directly into Orion's products, at no extra cost — nothing to set up and no separate tool to learn. Inside the tools your teams already use, it finds the information, prepares the meeting, reviews the accounts, analyzes the portfolio and builds the report. Advisors spend less time assembling and more time with clients.

Live in Redtail CRM —
more products to follow
Capture Opportunity

Denali Solutions

Know what to do next. Get it done.

Orion-built AI that connects information across Orion products to identify, coordinate, and complete work that teams would otherwise have to manage themselves. It surfaces opportunities to deepen client relationships and flags actions to take. If a client mentions a new job in a meeting, Denali can capture it in Redtail and update the relevant information in Planning.

Select what you need, expand as you grow
Scale With Control

Denali AI

Your firm. Your systems. Your rules.

Denali AI brings together the data your firm chooses — from Orion and from third-party systems — so AI can work across your business, not just inside individual applications. You decide what data Denali can use, what it can do on its own, and where a person needs to approve. Your firm keeps the technology that works for it, and keeps control.

Fully isolated, single-tenant environment
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The Growth Difference

40%

Orion clients grew nearly 40% faster in 2025 than non-Orion advisors.1 Denali is built to help extend that advantage — Kitces' productivity benchmarks suggest that advisors who redeploy AI-enabled time savings into client meetings could support up to 40% more revenue.2

 

Natalie Wolfsen
Orion CEO

Orion
Built on a Governed Foundation

Independently Certified. Built to Earn Trust.

ISO/IEC 42001 Certified

As one of the first portfolio accounting providers to earn ISO/IEC 42001 certification, Orion has independent validation that Denali AI is governed, auditable, and built to earn your trust.

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Denali Ai

Inside Denali AI

The firm-controlled enterprise platform — where everything your firm runs on comes together, under rules you set.

Ask Anything.
Act on the Answer.

Ask what needs attention, what changed, or what to do next, and get an answer grounded in your firm's own records — in plain English, without building a report or waiting on someone to pull it. What Denali can reach, and what it can act on, is set by you.

Denali Ai
5

AI That Amplifies Advisor Impact

Denali AI does the work; your team makes the calls. It drafts the agenda, assembles the review, pulls the numbers — then a person checks it, changes what needs changing, and decides what happens next. Every action it takes is logged, so you can always see what it did and what it drew on.

See and Control Every Connection

Your firm owns its data, and the Data Catalog is where you decide what Denali AI can see. Every dataset — CRM, planning, portfolio, risk — is listed, permissioned and auditable. Anything you haven’t shared stays invisible to it, and your data is never used to train models.

Denali Ai
2

Automated Insights That Find You

Set Denali AI to run on a schedule. Daily digests, weekly meeting rundowns, monthly performance and net flow updates — delivered without anyone having to ask. Work that used to depend on someone remembering to pull it now arrives on its own.

Your Firm’s AI Command Center

My Denali AI is where your administrators decide how AI behaves inside your firm — which data sources it can reach, what it can do without approval, and which models it uses. It shows usage, activity logs and every connected source, so your AI policy isn’t a document somebody wrote. It’s a setting you can see.

Denali Ai
4

Secure. Scalable. Explainable.

Every firm runs in its own isolated, single-tenant environment. Access is permissioned, every action is logged for review, and Orion is independently certified to ISO/IEC 42001 — the international standard for AI management systems. The same governance applies to every form of Denali, not just the enterprise platform.

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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Put Denali to Work

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 AI platform for wealth management firms, built to do the work that helps firms grow. It works inside the Orion products your teams use every day, across those products, and out in the third-party systems your business depends on. Your firm decides what data it can use and where a person needs to approve, and outputs are reviewed by financial professionals in all cases.

What is Powered by Denali?

Powered by Denali is AI built directly into Orion's products at no additional cost, with nothing to set up. Inside the tools your teams already use, it finds information, prepares meetings, reviews accounts, analyzes portfolios and builds reports. It's live in Redtail CRM today, with more Orion products to follow.

What is Denali Solutions?

Denali Solutions is Orion-built AI that connects information across Orion products to identify, coordinate and complete work teams would otherwise have to manage themselves. Rather than telling your team what needs attention and leaving them to do it, it carries the work through — across the products where that work actually lives.

What's the difference between Powered by Denali and Denali Solutions?

Powered by Denali works inside a single Orion product — it makes the work faster in the tool your team already has open. Denali Solutions works across products, so information from your CRM, portfolio accounting and planning comes together and the work carries through from one system to the next instead of stopping at each boundary.

How is Denali AI different from Powered by Denali and Denali Solutions?

Powered by Denali works inside Orion products, and Denali Solutions works across them. Denali AI works at the firm level, reaching out to the third-party systems your business depends on and giving leadership visibility and control across the whole operation. All three share the same governance: permissions your firm sets, a log of every action taken, and a person reviewing outputs before they reach a client.

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?

Your firm owns its data, and Denali reaches only what you authorize. 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 stays 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.

How is Denali different from single-purpose AI tools like meeting note-takers?

Single-purpose tools do one job in one place. A note-taker captures the meeting, but the follow-up it creates still has to be typed into the CRM by a person, and the plan still has to be updated by hand. Denali is built across Orion's products and connects to the systems your firm already uses, so the work carries through instead of stopping at the edge of one tool.

Does Denali AI replace advisors?

No. Denali does the work; your team makes the calls. It handles retrieval, pattern recognition and drafting, then a person reviews, changes what needs changing, and decides what happens next. You define which actions Denali can complete on its own and which need approval first, and every action it takes is logged.

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 built for enterprise use. Orion is independently certified to ISO/IEC 42001, the international standard for AI management systems.

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.

1Source: 2026 Orion Advisor Wealthtech Survey: In 2025, Orion clients reported an organic asset growth rate that was 39% higher than that of non-Orion clients.

2Source: Orion internal analysis, interpolating Kitces research data on revenue by client-facing time, illustrative and not a guarantee. Estimate assumes AI saves advisors 5 hours per week, increasing available client meeting time from 17% to ~30% of a 40-hour week, and applies Kitces’ revenue-per-advisor data to approximate potential for up to a 40% increase in capacity. Kitces’ findings demonstrate correlation between greater client-facing time and higher revenue, not necessarily causation.