Denali AI recognized for bringing governed intelligence, trusted data and connected workflows together for advisors
OMAHA, Neb. — September 21, 2026 — Orion has been named a winner in the InvestmentNews 5-Star Technology 2026 awards, an annual program recognizing technology and software providers serving investment management professionals. The recognition highlights Denali AI, Orion’s governed intelligence platform built to bring AI directly into the workflows advisors use every day.
“The AI landscape changes every single day, so we are constantly evaluating what is next, integrating what matters, and shipping innovation advisors can trust,” said Reed Colley, President of Orion Advisor Technology. “We do not ask advisors to learn a whole new system. We put the intelligence into the tools they already use.”
Constructed on Orion’s connected wealthtech ecosystem, Denali AI brings together data across portfolio management, planning, CRM, risk, trading, billing and operations. Advisors can ask questions in plain language, uncover relevant insights and move from question to action in a single connected workflow.
A key differentiator in Orion’s approach is its commitment to responsible AI. Orion is one of the first wealthtech firms and the first portfolio accounting provider to earn ISO/IEC 42001 certification, the international standard for AI management systems. The certification reinforces the governance, accountability, transparency and risk-management practices built into Denali AI.
Denali AI also supports firm-level personalization through Skills Builder, which enables firms to create and deploy purpose-built AI agents while maintaining control over permissions, data access, workflows and governance. This combination of connected intelligence and enterprise oversight helps firms adopt AI in a practical way while keeping control and advisor judgment at the center.
About Orion
Orion is a wealthtech leader, powering advisors with a flexible, connected platform that unlocks built-in AI directly into workflows. With solutions spanning portfolio management, planning, CRM, reporting, and a broad open-integration ecosystem, Orion is designed for fast-growing advisors who want to move faster, work smarter, and focus more time on clients. Orion ranks #1 in market share for All-In-One Software, CRM, and Portfolio Management / Reporting.¹ As of June 30, 2026, Orion services $6.6 trillion in assets under administration and $211 billion of wealth management assets, supports more than 8.6 million technology accounts, and powers thousands of independent advisory firms. Today, 17 of the top 20 Barron’s RIA firms rely on Orion technology to help drive growth and better investor outcomes.²
