Orion Announces Denali AI Enterprise Version, Powering a New Era in Advisor Productivity

Orion. (2026, February 26). Orion Announces Denali AI Enterprise Version, Powering a New Era in Advisor Productivity. Business Wire. https://www.businesswire.com/news/home/20260226730121/en/Orion-Announces-Denali-AI-Enterprise-Version-Powering-a-New-Era-in-Advisor-Productivity

• Orion has officially launched the Denali AI Enterprise version to enhance productivity and operational efficiency across wealth management firms.

• The platform leverages generative artificial intelligence to automate complex workflows and provide advisors with immediate access to actionable data.

• Financial professionals can utilize natural language processing to query client information and generate customized portfolio insights in real time.

• This enterprise-grade solution incorporates advanced security features and firm-level administrative controls to maintain strict regulatory compliance.

• The system integrates directly with the existing Orion wealth management ecosystem to centralize client data and investment management functions.

• A primary objective of the rollout is to significantly reduce the time advisors spend on manual administrative tasks and report generation.

• The technology enables firms to deliver more personalized client experiences through the use of data-driven predictive analytics and automated communication tools.

Knote: An AI tool that lets people query data? Meh. A data layer that allows people to query data with an AI tool? Very interesting and awesome! AI is not a computational exercise. It's a data exercise first and foremost. Orion has spent the last several years trying to get its arms around its data ocean and now they are reaping the rewards.