For many advisors, technology has become a tangle of tools that don’t always work together. CRM, planning, portfolio management, and risk platforms each hold key pieces of information, but they rarely speak the same language. Finding clarity often means logging into multiple systems, piecing together reports, and spending valuable time managing data rather than relationships.
Now in beta, Orion Denali AI is the enterprise intelligence layer at the core of Orion’s ecosystem, designed to connect data, workflows, and insights across the systems advisors use. It transforms fragmented tools into one cohesive, intelligent network built around how advisors truly work.
Built specifically for the advisor experience, Denali AI understands the structures, relationships, and decisions that drive wealth management. It brings everything together in one connected hub, acting as the gravitational center of your wealthtech ecosystem, pulling data and systems into alignment so advisors can focus less on managing technology and more on creating meaningful impact for their clients.
Built on the Denali Data Layer
Every insight begins with data, and Orion Denali AI draws its intelligence from Orion’s Denali Data Layer, the unified foundation that consolidates, normalizes, and secures firm data across the Orion ecosystem.
The Denali Data Layer ensures that every connection (e.g., CRM, planning, portfolio management, risk) flows through one clean, consistent source of truth. Denali AI then builds on that foundation, analyzing data contextually to surface patterns, insights, and next-best actions ready for your review and action. Together, they form a continuous loop of understanding — from data, to insight, to action — designed to make information more intelligent, responsive, and human.
AI-Ready by Design
From day one, we built Orion Denali AI to be AI-native: not retrofitted for intelligence but architected for it. Every element of its architecture was designed to evolve as technology advances while staying grounded with what advisors truly need: trust, transparency, and control.
Single-Tenant Design: Each firm operates in its own secure environment, maintaining full data ownership and privacy.
Connected Data Sources: CRM, portfolio management, planning, and risk systems connect through a unified intelligence layer, creating a comprehensive view of the firm’s world.
Clear Boundaries: By separating data from experience, firms gain transparency and freedom to innovate without losing control.
No-Code Configuration: Data and user experiences can be adapted without developers, making Denali AI approachable for every team.
This intentional design means Denali AI can grow with firms while preserving the integrity, auditability, and compliance that advisors rely on, while keeping sophisticated intelligence simple to use and easy to trust.
Transparency and Control: The Data Catalog
Trust starts with visibility. Denali AI's Data Catalog provides a clear, auditable map of every dataset connected through Denali AI. Firms can classify and contextualize data based on business or compliance needs, defining which sources or data points are included in Denali AI’s analysis.
If something isn’t opted in, Denali AI doesn’t know it exists.
This means firms stay fully in control of what’s shared and how it’s used, reinforcing our belief that AI should always operate within the boundaries set by people, not the other way around.
Built for Explainability
Orion Denali AI was built to be explainable, engineered for transparency from the inside out. It uses configuration languages that make it easy to define, test, and refine model behavior with clear visibility into how decisions are made.
Every AI-driven action includes a full audit trail, so firms can see not just what Denali AI proposed, but why. That visibility strengthens compliance and deepens trust; it also creates a continuous feedback loop for improvement.
Denali AI learns responsibly, adapting to each firm’s environment while keeping human judgment in control. It’s not just AI that works for you, it’s AI you can trust to work the way you do.
Inside the Orion Denali AI Framework
Orion Denali AI is built on Orion’s Denali Data Layer, powered by modern AI technologies and enterprise-grade framework that fuels its multi-model orchestration. This means Denali AI can route each request to the model best suited for that context, optimizing for speed, precision, and cost.
Right Model, Right Task, Right Time: Each request is directed to the model best suited for the job.
Performance: Fast, responsive results across complex requests and large datasets.
Cost Efficiency: Smart resource optimization to reduce infrastructure overhead.
Quality: Specialized models for specific tasks to improve accuracy and context.
By orchestrating the right intelligence for every situation, Orion Denali AI ensures every interaction feels fast, relevant, and intuitive. It’s built for advisors, not data scientists.
From Intent to Insight
Every Denali AI interaction starts with understanding. It interprets what a user truly needs, not just what they type, and builds a plan to fulfill that request efficiently and accurately. It can:
Runs tasks in sequence or parallel as needed.
Allocate resources intelligently for speed and scale.
Handle errors gracefully through adaptive retry logic.
This process makes Denali AI more than a reactive system; it’s a strategic partner that thinks, plans, and proposes in the same context as advisors, all for advisors and their firms to review, analyze, and take action.
A Platform for Growth
Denali AI's modular design makes it more than a product: it’s a tooling framework for innovation. Firms can add new capabilities in days, not months, and build proprietary tools within the platform while maintaining data governance and control.
This flexibility lets firms evolve their connected ecosystem of AI-powered tools at their own pace, while keeping Orion Denali AI as the steady, intelligent core that holds everything together.
Responsible, Human-Centered Intelligence
Every decision behind Orion Denali AI reflects Orion’s belief that AI should amplify human expertise, not replace it. It is:
Built on modern AI technologies for reliability and trust.
Optimized for performance, efficiency, and sustainability.
Grounded in transparency, privacy, and user control.
Designed with human-in-the-loop oversight to ensure continuous learning and accountability.
Denali AI embodies a balanced approach to innovation, combining cutting-edge intelligence with the care, context, and control advisors need to serve clients with confidence.
What It All Means
Orion Denali AI isn’t about adding another layer of technology. It’s about simplifying everything that already exists.
By uniting systems, surfacing insights, and putting control back into advisors’ hands, Denali AI acts as the gravitational center of their entire data ecosystem; a platform designed to understand the industry, reflect the way advisors think, and make intelligence feel personal again.
It’s the foundation for a more connected, confident, and human future of advice.