Orion Launches Denali AI Enterprise Version for Financial Advisors

Feb 27, 2026
Orion has released the enterprise version of Denali AI, integrating firm-approved data into a single prompt interface for financial advisors. The platform includes new assistants for report generation and data queries, with broader rollout expected later this year.
Orion Launches Denali AI Enterprise Version for Financial Advisors

Orion has launched the enterprise version of its Denali AI platform at Ascent 2026, announced in a press release. The system integrates firm-approved data into a unified prompt screen designed to streamline advisor workflows and improve efficiency across Orion’s connected platform.

The enterprise version of Denali AI allows advisors to access permissioned data from portfolio management, planning, CRM, and reporting systems in one place. It provides contextual answers, automates report preparation, and maintains firm-level controls and human oversight. The platform is accessible via desktop, mobile, and tablet.

Two new AI Assistants—Report Assistant and Query Studio—were also introduced. Report Assistant generates client-ready report drafts using firm templates, while Query Studio enables teams to query, filter, and visualize complex data using natural language. According to Orion, these tools are aimed at reducing manual tasks and internal back-and-forth.

Broader availability of Denali AI is planned for 2026. Orion also plans to release a Service Bot for advisors, following internal testing, to provide AI-powered support for trading, reporting, billing, and integration queries.

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