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Orion (Denali AI)
All-in-one advisor platform (CRM, planning, portfolio accounting, trading, compliance) with Denali AI. ↗ orion.com
Pricing
Orion Compliance (employee & firm oversight): $8,500/yr for up to 10 users, plus $200/user/yr. Core portfolio and reporting pricing isn't published.
Integrations
- Salesforce
- Redtail
Altruist ↗ orion.com/integrations
Security & compliance claims
- Says it holds ISO/IEC 42001 certification for AI (homepage)
- Says 'Orion maintains SOC 2 compliance'
These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.
Our take
Enterprise platform. Its AI product page URL returned a 404 on our check.
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