One integrated prompt screen inside Orion replaces swivel-chair workflows – turning trusted, permissioned firm data into faster answers and automated prep, with firm controls and human oversight built in

Orion today announced a major milestone in its AI platform strategy at Ascent 2026: the enterprise version of Orion Denali AI is now live, with broader availability planned later this year to bring the same integrated AI experience to advisors and firms of all sizes. Orion also went live with two new AI Assistants – Report Assistant and Query Studio. Today’s news builds on Orion’s continued industry leadership and AI momentum, including an announcement earlier this week that it is expanding its ongoing collaboration with Anthropic.

“Today, advisors are trapped in a swivel-chair workflow with multiple tabs open, specialized skills needed to stitch together answers, and expensive tools and providers that still leave them hunting for context,” said Reed Colley, President of Orion Advisor Technology. “Orion Denali AI unlocks that opportunity by putting a single, integrated prompt screen inside Orion’s connected platform, where it can draw on trusted, permissioned data across the full workflow to surface the right information at the right time, automate the prep and follow-through advisors never wanted to do, and keep firm controls and human oversight in place. With Denali AI, advisors spend less time searching for answers and more time advising. That creates capacity to serve more households – without losing the personal touch.”

Denali AI brings firm-approved, permissioned data together inside Orion – across portfolio management, planning, CRM, reporting, and an extensive data network – so teams can ask one question and get a clear answer in the flow of work. It’s also available as a mobile and tablet app, so advisors can get the same answers and context wherever they work. Because it’s built into Orion’s connected wealthtech platform, Denali AI delivers broader context than standalone AI tools that only see part of an advisor’s tech stack with a consistent AI experience across workflows. By turning trusted data into ready-to-use insights and first drafts, Denali AI helps firms move faster, personalize at scale, and stay in control with reviewable outputs and human oversight.

New insights from Orion’s 2026 Advisor Wealthtech Survey underscore the urgency. Only one in ten advisors is utilizing more advanced AI capabilities (agentic tools or cross-system AI integration), and nearly one-quarter (23%) report having no AI tools in place today. Meanwhile, advisors view AI and automation tools as the number one force multiplier for their firm’s growth and success, and 60% of advisors say using such tools to drive efficiency and personalization is a top priority for 2026.¹

Live now: AI built into Orion

• Orion Denali AI (enterprise version): A firm-ready intelligence layer that turns permissioned, firm-approved data into clear answers within everyday Orion workflows – designed to be reviewable, traceable, and aligned to firm policies.
• Report Assistant: Creates client-ready report drafts using firm templates and approved components, reducing formatting and assembly time.
• Query Studio: Operations teams can ask questions in plain English to pull complex data, then filter, visualize, or export results – cutting down on internal back-and-forth.

“As beta users of Orion’s AI Assistants, we see the potential firsthand for measurable time savings and faster insights,” said Zach Lindgren, Platform Integration, Wealth Enhancement^®. “We share Orion’s enthusiasm for productivity improvements made possible by technology like AI as we continue to drive towards our mission of bringing personalized, comprehensive financial planning to our clients.”

Up next: broader availability of AI innovation

• Full release of Denali AI: Broadly available to advisors and firms of all sizes in 2026.
• Orion Service Bot available to advisors: Following a 2025 internal deployment with Orion’s Service team, the Orion Service Bot will be available to advisors in the coming weeks to deliver faster support for trading, reporting, billing, and integration questions. The bot learns from advisor interactions and uses AI to improve accuracy and context over time.
• More AI Assistants: Includes new proposal generation, account opening, billing, and reconciliation.

About Orion

Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. Orion services $5.8 trillion in assets under administration and $133 billion of wealth management platform assets (as of December 31, 2025), supporting over 8 million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron’s RIA firms² rely on Orion’s technology to power their businesses and win for investors. Learn more at Orion.com.

¹ Source: 2026 Orion Wealthtech Survey.

² Source: 2025 Top 100 RIA Firms, Barron's, 2025.

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Wealth Management Platform Assets include assets managed on a discretionary and non-discretionary basis by Orion Portfolio Solutions, LLC ("OPS") and TownSquare Capital, LLC ("TSC") on their proprietary platforms, assets in proprietary and third-party models made available through the Orion Investment Portal, and assets in OPS's proprietary models managed on third-party platforms.

Outputs generated by Orion Denali AI should be reviewed for accuracy and appropriateness by financial professionals in all cases.

Orion Denali AI (Beta) is an early-access version available to selected users for testing and feedback. Final features and availability may differ at launch.

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