Orion Launches Denali AI Enterprise Version for Financial Advisors

February 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.

We hope you enjoyed this article.

Consider subscribing to one of our newsletters like Enterprise AI Brief or Daily AI Brief.

Also, consider following us on social media:

Enterprise AI AI Brief AI Brief (X)

More from: Enterprise

02/27
SWI Stoneweg Icona Group Acquires Majority Stake in Polarise to Build European AI Infrastructure Platform
02/22
Carrefour Partners with Vusion to Digitize French Stores by 2030
02/22
Ambient.ai Reports Doubling of Annual Recurring Revenue and Expands Agentic Security Platform
02/22
SpaceX Partners with MTN to Provide Satellite Communications for Government Clients
02/22
CharterUP Partners with HOLON to Deploy Autonomous Shuttles Across Its Network

Subscribe to Sales & Marketing AI Weekly

News about AI tools and innovations for Sales and Marketing professionals.

AI Token Webinar

Market report

Superagency in the Workplace: Empowering People to Unlock AI’s Full Potential

This report explores the transformative potential of artificial intelligence in the workplace, emphasizing the readiness of employees versus the slower adaptation of leadership. It highlights the significant productivity growth potential AI offers, akin to historical technological shifts, and discusses the barriers to achieving AI maturity within organizations. The report also examines the role of leadership in steering companies towards effective AI integration and the need for strategic investments to harness AI's full capabilities.

Read more

You May Also Like