Orion introduced three major innovations at the Future Proof Festival, underscoring its ambition to reimagine wealthtech for advisors and enterprise firms. The launches include AI-powered assistants, the Orion Summit Experience, and Orion Strategic Insights, each aimed at boosting efficiency, personalization, and data-driven decision-making across the advisory ecosystem.
At the forefront are Orion’s new AI assistants: Report Assistant and Query Studio. These tools give advisors and operations teams instant, natural-language access to client data and reporting, removing the need for complex queries or manual effort. Currently in alpha, they will enter beta in Q4 2025, with wider rollout expected in 2026. Additional assistants for account opening, billing, and reconciliation are in development.
“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. “Every innovation we’re unveiling is rooted in one goal: helping advisors meet the evolving needs of their clients with clarity, insight, and scale.”
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The company also announced the Orion Summit Experience, a premium digital platform integrated through its January acquisition of Summit Wealth Systems. Targeted at firms serving ultra-high-net-worth clients, it delivers a customizable, firm-branded interface with unified data, embedded tools, and white-glove onboarding. It anchors the Orion Family Office Stack, combining wealthtech capabilities with a concierge-level client experience.
Rounding out the announcements is Orion Strategic Insights, a real-time dashboard powered by Orion’s Denali data engine. Designed for C-suite leaders, it provides unified visibility into revenue, assets under management, advisor performance, and client behavior—helping leaders manage growth, track M&A, and eliminate data silos.
“We’re not layering AI on top of technology—we’re rearchitecting it so AI powers every decision, every insight, and every client interaction,” said Reed Colley, President of Orion Advisor Technology.
With these launches, Orion positions itself at the forefront of an AI-driven wealthtech era, equipping advisors and firm leaders to scale with precision and confidence.
