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Orion’s AI Strategy, Expanded

AI Features Built Into Every Product.
No Extra Cost.

The AI that grows your firm shouldn’t arrive with a separate invoice. Denali is now rolling out product-suite wide — with built in, impactful AI features at no extra cost. Sign up below to watch a replay of Orion's AI Roadmap webinar.

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Orion's Denali AI
Orion
The Growth Difference
40%

"Orion clients grew nearly 40% faster in 2025 than non-Orion advisors,1 and we designed Denali to help extend that advantage. Kitces’ productivity benchmarks suggest that if advisors fully redeploy AI-enabled time savings into client meetings, they could support up to 40% more revenue.2"

-Orion CEO Natalie Wolfsen

Orion
What's New

Denali Now Spans Three Ways to Bring AI Into Your Firm

Built on Orion’s trusted, unified data foundation, Denali delivers a complete AI ecosystem — designed to meet firms wherever they are in their AI journey, starting with AI features built into every product at no additional cost.

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
Orion
Built for Trust in an AI-First Industry
ISO/IEC 42001
Certified — one of the first portfolio accounting providers to earn this AI governance standard
#1
Force multiplier advisors name for growth: AI and automation — yet only 1 in 10 use advanced AI today3
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Get the Full Rollout Details

Rewatch Orion's AI Roadmap webinar to see how Denali is rolling out across every Orion product — and what it means for your firm.

Live Q&A with product leaders
Near-term roadmap priorities
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Orion AI Roadmap Webinar

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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.

3Source: 2026 Orion Advisor Wealthtech Survey. Advisors named AI and automation the top force multiplier for firm growth; only about 1 in 10 reported using advanced AI capabilities today.

© 2026 Orion Advisor Solutions. All rights reserved.
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