Orion Strategic Insights

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Built for Firm Leaders

Intelligence for the Questions Firm Leaders Ask

Orion Strategic Insights is the firmwide analytics platform for firm leaders who need answers, not more data to analyze. Powered by Orion's Denali Data Layer, it surfaces advisor performance, AUM trends, household growth, and client retention — consolidated into a single intelligence view. The result: confident decisions backed by a complete picture of the firm.

First, we unify your disparate data into a central source

Next, your data is validated and normalized to make it reliable and usable

Then, it's presented in a customizable experience to help drive your business decisions

Finally , One Source of Truth for Your Data

Most firms struggle to turn data into action. It can be scattered, messy, and siloed in systems that don’t connect.Strategic Insights changes that by centralizing your Orion and non-Orion data into a wealth-tech optimized data layer — your single source of truth.

From there, Strategic Insights transforms that data into executive-ready dashboards and intelligence, giving you the clarity and confidence to make smart decisions.

Stop guessing. Start growing.

Discover the Denali Data Layer

Surface What Matters Most

• ​Enterprise RIAs
• ​Broker Dealer Home Offices
• ​Aggregator RIAs

Insight at Scale

Powering Firmwide Performance

Bring together firmwide and advisor-level data to track performance, identify retention risks, and focus resources where they’ll deliver the most growth.

Unifying Data for a Stronger Network

Spend Less Time Reporting. More Time Advising.

Unify data across advisors and branches to measure performance, uncover growth opportunities, and strengthen your network’s impact.

Make Strategic Decisions

Your M&A Command Center

Unify data across your network to track performance, monitor your full M&A pipeline from deal flow to integration outcomes, and compare partner success metrics alongside portfolio results.

Clear Insight. Smarter Decisions. Faster Growth.

Strategic Insights helps your firm:

• ​Centralize key data from across systems
• ​Empower your leadership team to drive advisor productivity at scale
• ​Reclaim time by eliminating manual reporting
• ​Uncover actionable insights for coaching, planning, and retention

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Free Resource

How to Prep Your Data for AI

If you’re thinking about AI, you need your data in order first. This white paper walks you through the five critical steps to get your data ready for automation, modeling, and smart growth.

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Executive Briefing

See Strategic Insights in Action

Join us for a virtual briefing where we’ll demo how this executive-ready experience turns scattered data into intelligence on revenue, AUM, advisor performance, and more — giving leaders the clarity to drive growth and efficiency across the firm.

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Power a Smarter Strategy

Turn Data Into Direction. Fast .

Orion Strategic Insights replaces fragmented data and guesswork with insights you can actually use.

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Frequently Asked Questions

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.

Outputs generated by Orion Denali AI should be reviewed for accuracy and appropriateness by financial professionals in all cases.

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