Orion Advisor Solutions on Tuesday announced Orion Denali AI, a new enterprise intelligence platform that it said powers its AI-first ecosystem and transforms how advisors and executives who use the firm’s technology can “turn data into action.”
Denali AI is in client beta now and will be broadly available to Orion advisors in 2026, the company said.
“Orion Denali AI has been in development for roughly three years, building on capabilities from Summit Wealth Systems,” a Orion spokesperson told WSR on Wednesday, referring to Orion’s acquisition of Summit, completed in January after being announced in December.
The client beta “opened earlier this month,” the spokesperson said, adding that “additional details will be provided closer to the 2026 launch.”
Denali AI was designed to “connect every system and workflow across” the firm and its open ecosystem, while providing real-time, enterprise-grade intelligence that will help advisors “move faster, personalize deeper, and grow smarter,” Orion said.
“Orion Denali AI is the cornerstone of Orion’s future — a future where every facet of wealth management is powered by intelligence,” according to Reed Colley, President of Orion Advisor Technology.
“From day one, we built Denali to be AI-native, with architecture that seamlessly integrates data, experience, and insight,” he said in a news release. “It’s not just about automation — it’s about empowering advisors with clarity, control, and confidence.”
Colley added, “Orion Denali AI keeps humans at the center, because technology should supercharge advisors, transforming their expertise into a superpower — not replacing their role. Our tools are designed to elevate impact, not diminish it. And with scalable, reliable, and mobile-ready experiences, Denali AI helps advisors spend more time where it matters most: with clients.”
Noting that Denali AI provides “faster speed to advice,” Orion pointed out that advisors can ask questions in “plain English” — such as “Which clients are behind on their goals?” or “Show me households with concentrated stock positions.” In response, Denali AI provides “clear, data-backed insights in seconds,” according to Orion.
Denali AI can also be provide next-best action suggestions for advisors and identify clients or prospects who may require proactive outreach, including those nearing required minimum distribution (RMD) deadlines or with new account activity, Orion said.
Orion said that the AI system can improve relationships, retention and growth through more personalized client experiences.
Orion said that the AI system can improve relationships, retention and growth through more personalized client experiences, and that it connects technology beyond Orion’s platform, such as CRM, risk, planning and portfolio management systems.
Additionally, Denali AI lets firms opt in and out of data sharing to the level of individual data points and actions, Orion said.
As of Sept. 30, Orion serviced $5.6 trillion in assets under administration (AUA) and $124 billion of wealth management platform assets, supporting more than 7.8 million technology accounts and thousands of independent advisory firms.
Jeff Berman, Contributing Editor and Reporter at Wealth Solutions Report, can be reached at jeff.berman@wealthsolutionsreport.com.
