Orion unveiled a major platform upgrade at the Future Proof Festival, introducing AI Assistants (in alpha, beta coming Q4 2025) that let advisors generate reports and query data using natural language. It also launched the Summit Experience, a digital interface tailored to ultra-high-net-worth clients, built on its January 2025 acquisition of Summit Wealth Systems. A third release, Strategic Insights, delivers real-time executive dashboards powered by Orion’s Denali data engine. As of June 2025, Orion supports over $5 trillion in assets under administration, $100 billion in platform assets, and 7.5 million accounts—serving 17 of Barron’s top 20 RIA firms.
Addepar Launches AI Tool Addison