Orion Data Layer: Powering Summit Experience and Business Intelligence

Data You Can Trust

Fragmented data can cause delays and inconsistencies, from misaligned reports to inconsistent client views. Denali addresses this by aggregating data from Orion, Redtail, custodians, CRMs, and other non-Orion sources, then normalizing it—eliminating the need for manual cleanup or rekeying.

With Denali, you get a centralized data layer that is reliable, structured, and fully usable, giving you the confidence to act on accurate information.

A Purpose-Built Data Engine for Smarter Advice

Denali cleans, connects, and activates your data, enabling smarter insights and more personalized experiences.

Unify Your Data, Automatically

• ​Denali ingests data from Orion and external sources without manual syncing or mapping.

Clean, Normalize, and Validate

• ​Eliminates duplicates, inconsistencies, and unreliable fields by standardizing your data.

Power Advisor and Executive Experiences

• ​Feeds reliable data into tools for portfolio reviews, revenue trends, and daily decision-making.

Support Structured and Unstructured Data

• ​Captures and connects data from PDFs, meeting notes, custom tags, performance metrics, and more.

Scale Personalization with Context

• ​Enriches data with firm-specific tags, labels, and client metadata for deeper insights and tailored experiences.

Coming Soon: Get Future-Ready for AI

• ​Provides a clean, query-ready foundation for next-generation analytics, automation, and AI initiatives.

Better Data. Better Decisions.

Accuracy

• ​Always-on data validation ensures your firm operates from a single, trustworthy source—no syncs, duplicates, or guesswork.

Clarity

• ​Organized, normalized, and enriched data provides transparency to uncover insights, spot risks, and serve clients more effectively.

Customization

• ​Extend your data model with custom tags, documents, media, and calculated fields tailored to your firm's operations.

Readiness

• ​Lays the foundation for dashboards, AI models, and next-gen personalization without the need to rebuild your tech stack.

Implement AI the Right Way

More than 80% of AI initiatives fail, often due to poor data foundations. This guide outlines five critical steps to prepare your data for AI success, from defining your use case to training models with confidence.

What the Orion Data Layer Powers

Orion Summit Experience

• ​Transforms client wealth experiences by powering personalized dashboards, planning visuals, and insights.

Orion Strategic Insights

• ​Enables better firm-wide decisions with clean, connected data, powering analytics, segmentation, and dashboards.

Orion Denali AI

• ​An enterprise intelligence platform that unifies data, workflows, and insights across your entire ecosystem.

Ready to Take Control of Your Data?

Explore how Denali can help you unlock better insights, streamline your tech stack, and build a smarter foundation for growth.