Orion Launches Enterprise AI Platform to Streamline Advisor Workflows

Event summary

  • Orion launched the enterprise version of Denali AI at Ascent 2026, with broader availability planned for later this year.
  • Two new AI Assistants, Report Assistant and Query Studio, are now live.
  • Orion's 2026 Advisor Wealthtech Survey shows only 10% of advisors use advanced AI capabilities, while 60% prioritize AI-driven efficiency in 2026.
  • Orion manages $5.8 trillion in assets under administration and $133 billion in wealth management platform assets as of December 31, 2025.

The big picture

Orion's launch of Denali AI Enterprise Version underscores the growing importance of AI in wealth management, aiming to streamline advisor workflows and enhance productivity. The move comes as advisors increasingly view AI as a critical tool for efficiency and personalization, despite current low adoption rates. With $5.8 trillion in assets under administration, Orion's initiative could set a new standard for AI integration in the industry.

What we're watching

Adoption Pace
How quickly advisors and firms will integrate Denali AI into their workflows, given current low adoption rates of advanced AI tools.
Competitive Response
Whether competitors will accelerate their own AI integration efforts in response to Orion's move.
Regulatory Scrutiny
The extent to which regulatory bodies will scrutinize the use of AI in financial advisory services.