Orion Launches Denali AI to Transform Advisor Workflows with Enterprise Intelligence

Orion has announced the launch of Orion Denali AI, an enterprise intelligence platform designed to integrate data and workflows across its ecosystem, enabling financial advisors to enhance speed, personalization, and growth while maintaining transparency and control.

Reed Colley, President of Orion Advisor Technology, stated that Orion Denali AI represents a cornerstone for the company’s future, aiming for intelligence to power every aspect of wealth management. He noted that Denali was built with an AI-native architecture, facilitating seamless integration of data, experience, and insight. The platform focuses on empowering advisors with clarity, control, and confidence, rather than replacing their role, by leveraging technology to augment their expertise. Colley emphasized the platform’s scalable, reliable, and mobile-ready experiences, designed to free up advisors to spend more time with clients.

With Orion Denali AI, advisors can anticipate several key enhancements. The platform offers faster speed to advice by allowing advisors to pose questions in plain English, such as