AI assistants lead a new era of intelligent, data-powered advisor workflows

Orion, the premier provider of wealthtech solutions for financial advisors and the enterprise firms that serve them, today announced three major innovations at Future Proof Festival – headlined by the debut of AI assistants designed to put real-time data and insights directly at advisors’ fingertips. The company unveiled:

• Orion’s Report Assistant and Query Studio AI assistants – giving advisors and operations teams instant, natural-language access to complex data and report creation
• Orion Summit Experience – a concierge-level digital platform tailored for firms serving ultra-wealthy investors or those looking to deliver a truly holistic representation of their client services
• Orion Strategic Insights – a real-time growth intelligence experience for C-suite leaders

Together, these new tools reflect Orion’s commitment to delivering a unified, scalable, and deeply personalized wealthtech ecosystem built to empower fast-growing advisors with smarter tools, actionable data, and AI-driven insights.

“Today’s advisors are under increasing pressure to deliver more personalized value in less time, across more complex client relationships,” said Natalie Wolfsen, CEO of Orion. “That’s why every innovation we’re unveiling at Future Proof Festival – AI assistants, Orion Summit Experience, and Orion Strategic Insights – is rooted in one goal: helping advisors meet the evolving needs of their clients with clarity, insight, and scale. This is innovation with purpose, designed to elevate every client experience.”

AI-First Innovation to Elevate Advisor Impact

“AI assistants are just the beginning, and what Orion is building now is far more transformative,” said Reed Colley, President of Orion Advisor Technology. “We’re not layering AI on top of our technology – we’re rearchitecting our foundation so it becomes the engine behind every insight, every decision, and every client interaction. We’re entering a new era where AI isn’t just a tool – it’s the platform powering everything we do. From productivity unlocks that free advisor capacity, to intelligent agents that streamline workflows across the firm, to generative AI that guides next-best actions with speed and precision, this is about reshaping the advisor experience from the ground up.”

Debuting this week are the first two AI assistants:

• Report Assistant: Embedded in Orion’s Report Builder, this tool allows advisors to generate client-ready reports simply by asking – streamlining a traditionally high-effort task
• Query Studio: A natural language interface that lets operations teams extract complex data sets without coding – eliminating reliance on support tickets and custom queries

Currently in alpha, these features will enter beta in Q4 2025, with broader rollout in early 2026. Additional AI assistants to support new account opening, billing, and reconciliation are currently in development.

Orion Summit Experience: Tailored for the Ultra-High-Net-Worth Era

The Orion Summit Experience, made possible through Orion’s January 2025 acquisition of Summit Wealth Systems, is now fully integrated into Orion’s ecosystem. Designed for firms serving ultra-wealthy investors or those looking to deliver a truly holistic representation of their client services, the Orion Summit Experience delivers a customizable, firm-branded interface powered by unified data and embedded tools. The experience helps firms tell their story, support diverse client personas, and embed outside experiences that reinforce their value – creating a seamless, personalized journey for complex wealth and family structures.

Key features include:

• A premium client experience tailored for complex wealth and family structures
• A unified advisor workspace with embedded CRM, reporting, and planning
• White-glove onboarding and configuration support

Available as a premium add-on to any Orion Stack, the Orion Summit Experience can be included in new agreements or added to existing client configurations. It also serves as the defining feature of the Orion Family Office Stack, which combines the Advantage Stack with the Orion Summit Experience to deliver personalized, scalable wealth management.

Orion Strategic Insights: Data-Driven Growth for Firm Leaders

Also introduced today is Orion Strategic Insights, a dynamic dashboard built on Orion’s Denali data engine. Designed for C-suite leaders at large RIAs and enterprise firms, it provides real-time visibility into revenue, AUM, advisor performance, and client behavior.

By centralizing and normalizing data, the tool eliminates silos and empowers leaders to manage growth, track M&A performance, and drive firm-wide efficiency. For fast-growing firms, data isn’t just a resource – it’s a strategic advantage. Orion Strategic Insights delivers clarity and confidence, helping leaders make smarter decisions that align with both business goals and client needs.

Denali: The Data Layer Behind Orion’s Innovation

Denali is Orion’s wealthtech-optimized modern data lake. It ingests structured and unstructured data from disparate sources, then normalizes, cleans, and enriches it to ensure consistency and reliability. This powerful engine drives real-time insights for advisors, clients, and executives across the Summit and Orion Strategic Insights experiences.

“This is the next generation of Orion. And it’s built to scale advisors – their impact, growth, and ability to serve clients with clarity and confidence. We’re not just evolving wealthtech; we’re defining what’s next,” Colley said.

To learn more about the AI assistants, Orion Summit Experience, and Orion Strategic Insights, stop by Booth #502 at Future Proof Festival or attend an upcoming webinar. Register here for the Summit webinar on September 16 and here for the September 25 Orion Strategic Insights webinar.

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 Capital Investments, 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. As of June 30, 2025, Orion services over $5 trillion in assets under administration and over $100 billion of wealth management platform assets, supporting over 7.5 million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron’s RIA firms¹ rely on Orion’s technology to power their businesses and win for investors. Learn more at Orion.com.

Wealth Management Assets Under Management 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 OPS's Communities platform, and assets in OPS's proprietary models managed on third-party platforms.

¹ Source: 2024 Top 100 RIA Firms, Barron's, 2024.

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