Orion Denali Data Layer Overview
The Orion Denali Data Layer is a unified wealth-tech data platform that ingests, normalizes, and connects fragmented data from custodians, CRM, and accounting tools into a single reliable source of truth, powering three key experiences—Summit Experience (a branded client and advisor interface), Strategic Insights (firmwide analytics for leadership), and Denali AI (an AI platform enhancing growth across Orion’s products and third-party systems)—to address the critical challenge of bad data in wealth management firms.
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AI runs on data.
The question is whether yours is ready.
Orion's Unified Data Foundation
From Fragmented Data to a Single Source of Truth
The Denali Data Layer is Orion's wealth-tech data layer — built to ingest, normalize, and connect data from across your entire tech stack. It transforms fragmented inputs from custodians, CRM, and accounting tools into a single, reliable source of truth. That foundation is what makes Summit Experience, Strategic Insights, and Denali AI possible.
What the Denali Data Layer Powers
One Foundation. Every Orion Experience.
Client & Advisor Experience
Summit Experience
The premium, white-labeled client and advisor experience layer. It unifies portfolio, planning, and client data in a single branded interface your firm fully owns.
Firmwide Analytics
Strategic Insights
The firmwide analytics platform for firm leaders. It surfaces AUM trends, advisor performance, household growth, and retention in a single intelligence view.
Applied Intelligence
Denali AI
The AI platform for wealth management firms. Built on the Denali Data Layer, it does the work that helps firms grow — inside Orion's products, across them, and out in the third-party systems your business depends on.
How It Works
One Engine. Three Experiences.
Bad data isn't a minor inconvenience — according to Advisor360's 2024 Connected Wealth Report,1 it's the single biggest technology challenge wealth management firms face. The problem isn't that firms lack data. It's that their data is fragmented across systems that don't talk to each other, inconsistently formatted, and impossible to act on without manual cleanup. Denali is the engine built to solve that.
We believe data belongs to the advisor — not the platform.
Architecture Overview
1
Integrator
2
Ingestion
3
Analysis
4
System
DATA SOURCESCustodiansCRMAccountingSoftwareOtherSystemsDENALI DATA LAYERIntegratorEstablishconnections›IngestionNormalize+ validate›AnalysisConfiguredata marts›SystemPublish+ shareSummit ExperienceClient & Advisor ExperienceStrategic InsightsFirmwide AnalyticsDenali AIConnected Intelligence
Stage 1 of 4
Denali establishes secure connections to your existing systems — custodians, CRM platforms, accounting software, and other tools your firm uses. No manual rekeying required.
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Capabilities
Unify Your Data Automatically
Denali pulls from custodians, CRM, and accounting tools without manual rekeying. Data stays current without your team managing the pipeline.
Clean, Normalize, and Validate
Raw data from different systems uses different formats, labels, and structures. Denali standardizes it so every product draws from the same consistent source.
Power Summit, Strategic Insights, and Denali AI
Every insight, experience, and AI response built on Denali starts from the same verified data. No translation layers. No reconciliation gaps.
Support Structured and Unstructured Data
Denali handles both portfolio and account data and document-based or free-form data, making it a complete foundation for AI applications.
Scale Personalization with Context
Because Denali connects household, planning, and portfolio data, the experiences and insights it powers can be specific to each client — not averaged across the book.
Built for Wealth Management, Not Adapted to It
The normalization logic, custodian connections, and validation rules are built for financial advisory firms. Nothing about this engine had to be retrofitted from a general-purpose platform.
How Denali Compares
Why Firms Choose Denali Over Building It Themselves
Build It Yourself
Orion Denali Data Layer
Hire and maintain internal data engineering
No-code configuration — no custom deployments
Build your own connection to each custodian and CRM
Automated standard wealth-tech connections built in
Your team interprets and maintains normalization logic
Orion maintains it
Outputs limited largely to internal use
Powers Summit Experience, Strategic Insights, and Denali AI
Orion
Get Started
Not Sure Where to Start?
Talk to our team about which Denali-powered product fits your firm.
Get a Consult
Frequently Asked Questions
What is Orion's Denali Data Layer?
The Orion Denali Data Layer is the wealthtech-optimized data engine that unifies, cleans, and activates a firm's most important data. It ingests from Orion products, Redtail, custodians, CRMs, and other third-party sources — normalizing and validating everything into a single reliable foundation that Orion's products — including Orion Denali AI — draw on.
What products does Denali power?
The Denali Data Layer is the shared data foundation Orion's products draw on. Orion Denali AI is built on it, so every answer and action it produces is grounded in clean, validated firm data. Summit Experience and Strategic Insights draw on the same foundation rather than maintaining their own pipelines — which is why a number that shows up in one place matches the number that shows up everywhere else.
Does Denali connect to non-Orion data sources?
Yes. Denali ingests from Orion products and from sources outside Orion — including custodians, CRM platforms, accounting software, and other third-party systems your firm already uses. No manual syncing or field mapping required.
How does the Denali Data Layer handle data quality?
Denali normalizes and validates data as it flows in — removing duplicates, resolving inconsistencies, and standardizing fields across sources. Always-on validation means your firm works from a single trustworthy source rather than reconciling conflicting data from disconnected systems.
What kinds of data does Denali support?
Both structured and unstructured. Denali captures performance metrics, portfolio data, and CRM records alongside PDFs, meeting notes, custom tags, and firm-specific metadata. Firms can extend the data model further with custom calculated fields and labels tailored to how they operate.
Why use Denali instead of building a data layer internally?
Building and maintaining a custom data integration layer requires significant engineering resources, ongoing vendor mapping, and constant upkeep as source systems change. Denali is purpose-built for wealthtech — pre-connected to the systems advisors actually use, with normalization and validation built in from day one — so firms get a production-ready foundation without the infrastructure overhead.
The Denali Data Layer is available to Orion Advisor Technology customers. It serves as the underlying foundation for Summit Experience, Strategic Insights, and Denali AI. Connect with the Orion team to discuss how it fits your firm's existing stack.
Getting started begins with a consultation with the Orion team to map your existing data sources and identify which Denali-powered products align with your goals. Orion handles the integration and normalization setup from there, so your team can focus on acting on clean data rather than managing it.
1Source: Advisor360 2024 Connected Wealth Report
Access to the Orion Strategic Insights platform is available exclusively to Orion Advisor Technology, LLC (“Orion”) customers. The platform aggregates data from Orion products and authorized third-party systems for informational purposes only. Orion Strategic Insights does not make recommendations or determine the suitability of any security or strategy, nor does past performance of a security or strategy guarantee future results. Orion does not guarantee the accuracy or completeness of external data and is not liable for decisions made based on these insights. Actions may require use of the originating system.
Access to the Orion Summit Experience is available exclusively to Orion Advisor Technology, LLC (“Orion”) customers. Orion Summit Experience aggregates data from Orion products and authorized third-party systems for informational purposes only. Orion Summit Experience does not make recommendations or determine the suitability of any security or strategy, nor does past performance of a security or strategy guarantee future results. Orion does not guarantee the accuracy or completeness of external data and is not liable for decisions made based on these insights. Actions may require use of the originating system.
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