Wealthtech provider Orion announced Denali AI this week, the company’s new enterprise intelligence platform that will power what it calls its AI-first ecosystem once fully available. Currently, the technology remains in beta and is accessible to select Orion advisory firm clients.
Broad availability of Denali AI is expected sometime in 2026. At that time, Orion will provide details on pricing and other aspects of the platform, according to the firm.
Denali AI has been built to connect every system and workflow across the Orion technology ecosystem. On its website, Orion refers to the technology as “Your Firm’s AI Command Center.” It is designed to give a firm’s administrators full control and visibility into their AI environment. This includes access to usage data, activity logs, and other connected sources.
The platform will serve as the central hub where firms define their AI-related configurations, set and align policies, and ensure that the AI meets their compliance and governance standards.
In other industry news, there has been growing enthusiasm about the development of AutographFD. This technology allows for tax-free growth of PPLI (Private Placement Life Insurance) investments and simplifies administration by eliminating the need for K-1 forms, capital calls, or subscription documents.
“It’s a better way to access alternatives from a tax-free standpoint,” said an industry expert. “Autograph allows you to do it all inside an institutionally priced policy and then get the tax benefits.”
As firms continue to embrace innovations like Denali AI and AutographFD, the wealth management landscape is poised for significant transformation, combining enhanced intelligence with streamlined investment solutions.
https://www.wealthmanagement.com/artificial-intelligence/wealthstack-roundup-orion-denali-ai-rollout-to-begin-in-2026