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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. See the full rollout live on August 19.

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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

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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 — three levels designed to meet firms wherever they are in their AI journey, starting with AI features built into every product at no additional cost.

Powered by Denali

Built In, No Extra Cost

Built in, impactful AI features at no extra cost. Denali will live inside Orion’s individual products — Redtail CRM (currently live), Portfolio Accounting, Trading, Risk, Compliance, and Planning. Advisors can ask anything, see suggested actions for every client, and hand the busywork to time-saving AI agents.

Live in Redtail now — expanding soon

Denali Solutions

Connected AI, Customized to Your Strategy

Select the AI capabilities that fit your priorities and activate them across the Orion products you use. Initial capabilities include firm-specific proposal generation, portfolio opportunity alerts, smart prospect prioritization, revenue and fee insights, and automated meeting prep and note-taking — with more coming soon.

Select what you need, expand as you grow

Denali AI

Orchestrated Firm-Wide

Denali AI turns scattered systems into a single command center — connecting Orion and third-party integration partner systems, automating firm-wide workflows, and putting real visibility and control back in leaders’ hands. The payoff: a leaner firm that scales service, cuts operational overhead, and frees advisors to spend more time with clients.

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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Register Now

Get the Full Rollout Details

Join Orion’s live AI Roadmap webinar on August 19 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
Can’t attend? Get the replay
Orion AI Roadmap Webinar
Wednesday, August 19, 2026 at 2 p.m. ET — save your spot below.

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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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