Orion announced a major expansion of its Unified Managed Household strategy and the live launch of the enterprise version of Denali AI at its annual Ascent 2026 conference, outlining a broad technology roadmap designed to help financial advisors deliver more personalized advice at scale.
The Unified Managed Household initiative will allow advisors to manage client assets across an entire household through a single, coordinated portfolio. The expanded UMH service is scheduled to launch in 2026 and is intended to help advisory firms grow more efficiently while delivering deeper, household-level personalization.
UMH is being delivered through a phased roadmap. Orion is nearing completion of its Unified Managed Account tax overlay technology, which will serve as a foundation for household-level management. When UMH becomes available later this year, the enhancement will expand Orion’s existing household-level portfolio management and tax-aware trading capabilities.
The new UMH architecture incorporates Orion’s proprietary optimization technology and extends the firm’s Custom Indexing and trading tools. It is designed to scale across multiple accounts and registrations within a household, supporting tax overlay, cash and risk management, and values-based investment strategies. The system enables advisors to manage taxable and non-taxable accounts together, optimize asset location, minimize tax drag, and align investment decisions with broader household objectives.
UMH will also combine AI-powered custodian statement analysis, AI-generated proposals with tax overlay, and streamlined digital account opening. These capabilities are intended to help advisors deliver tailored solutions to more clients while reducing operational complexity.
According to Orion’s 2026 Advisor Wealthtech Survey, 84% of advisors say the ability to manage an entire client household through a single, coordinated portfolio would be valuable, with 48% citing significant value. Advisors identified the primary benefits of household-level portfolio management as more holistic engagement with clients and investments (45%), tax efficiency (29%), and improved asset placement (28%).
Looking ahead five years, 52% of advisors expect to expand their use of tax-optimization services, 46% plan to increase adoption of direct indexing platforms, and 42% anticipate expanding their use of UMH. Additionally, 31% say expanding tax-efficient, customized investment solutions is a key priority for 2026.
At the same conference, Orion announced that the enterprise version of Orion Denali AI is now live, with broader availability planned later this year for firms of all sizes. The company also introduced two new AI Assistants: Report Assistant and Query Studio.
Denali AI functions as an integrated intelligence layer within Orion’s connected wealthtech platform. It consolidates firm-approved, permissioned data across portfolio management, planning, CRM, reporting, and an extended data network into a single prompt interface. The goal is to reduce fragmented workflows and enable advisors to access information, automate preparation tasks, and generate draft outputs within the flow of work, while maintaining firm controls and human oversight.
The platform is also available as a mobile and tablet app, enabling advisors to access insights and context across devices. Orion emphasized that outputs generated by Denali AI should be reviewed for accuracy and appropriateness by financial professionals.
Survey findings highlight growing demand for AI adoption. Only 10% of advisors currently use advanced AI capabilities such as agentic tools or cross-system integration, while 23% report having no AI tools in place. At the same time, advisors rank AI and automation tools as the top force multiplier for firm growth, with 60% identifying efficiency and personalization through such tools as a top priority for 2026.
The enterprise release includes Report Assistant, which creates client-ready report drafts using firm templates, and Query Studio, which enables operations teams to pull complex data using plain English queries and then filter, visualize, or export results. Broader availability of Denali AI is expected in 2026. Orion also plans to roll out its Service Bot to advisors in the coming weeks, following an internal deployment in 2025, to provide AI-powered support for trading, reporting, billing, and integration questions. Additional AI Assistants focused on proposal generation, account opening, billing, and reconciliation are also in development.
Orion provides a technology-enabled fiduciary platform that integrates prospecting, planning, investing, and performance tracking within a single connected experience. The company services $5.8 trillion in assets under administration and $133 billion of wealth management platform assets as of December 31, 2025, supporting more than 8 million technology accounts and thousands of independent advisory firms.
KEY QUOTES
“Unified Managed Household puts advisors firmly in the driver’s seat, giving them real-time visibility and control across the full household portfolio so they can manage accounts, strategies, and tax exposure in a more coordinated fashion. With seamless connectivity to Orion’s trading, planning, and data capabilities, UMH helps advisors provide more personalized advice focused on after-tax outcomes, and greater confidence that every decision supports a family’s long-term goals.”
Ron Pruitt, President of Orion Wealth Management
“Today, advisors are trapped in a swivel-chair workflow with multiple tabs open, specialized skills needed to stitch together answers, and expensive tools and providers that still leave them hunting for context. Orion Denali AI unlocks that opportunity by putting a single, integrated prompt screen inside Orion’s connected platform, where it can draw on trusted, permissioned data across the full workflow to surface the right information at the right time, automate the prep and follow-through advisors never wanted to do, and keep firm controls and human oversight in place. With Denali AI, advisors spend less time searching for answers and more time advising. That creates capacity to serve more households – without losing the personal touch.”
Reed Colley, President of Orion Advisor Technology
“As beta users of Orion’s AI Assistants, we see the potential firsthand for measurable time savings and faster insights. We share Orion’s enthusiasm for productivity improvements made possible by technology like AI as we continue to drive towards our mission of bringing personalized, comprehensive financial planning to our clients.”
Zach Lindgren, Platform Integration, Wealth Enhancement®
