ISO 42001 sets requirements for how organizations establish, maintain, and continually improve the way they govern AI across its lifecycle, including risk assessment, transparency, data governance, oversight of\u00a0third-party AI providers, and human oversight.<\/p>
\u201cAdvisors must be able to trust the AI they bring into their work with clients, and that trust has to be\u00a0earned,\u201d said Natalie Wolfsen<\/b><\/a>, CEO of Orion. \u201cISO 42001 certification is independent validation that\u00a0Orion has the right policies for how we use AI, a rigorous process for vetting the AI providers we work\u00a0with, and the controls to ensure the materials our AI helps produce meet a high standard of quality \u2014 and that we are doing all of it responsibly and within the bounds of laws and regulations. That assurance\u00a0is what advisors need to adopt AI with confidence.<\/i>\u201d\u00a0<\/p> The certification comes as advisor demand for trustworthy AI accelerates. In Orion\u2019s 2026 Advisor\u00a0Wealthtech Survey<\/b><\/a>, advisors named AI and automation the number one force multiplier for firm\u00a0growth, while only one in ten reported using advanced AI capabilities and nearly a quarter had no AI\u00a0tools in place.\u00a0<\/p> \u201cAI is the single biggest opportunity in wealth management, and it's Orion's highest priority this year \u2014 2026 represents our largest R&D investment ever, focused squarely on AI,\" said Reed Colley<\/b><\/a>, President\u00a0of Orion Advisor Technology. \"We're embedding powerful AI capabilities directly into the workflows\u00a0advisors use every day \u2014 and ISO 42001 certification for Denali AI is proof we're doing it the right way,\u00a0with trust and governance at the center.\"\u00a0<\/p> Additional information about Orion\u2019s AI resources for advisors and advisory firms is available here<\/b><\/a>.\u00a0<\/p> About Orion<\/b><\/p> Orion is a wealthtech leader, powering advisors with a flexible, connected platform that unlocks built-in\u00a0AI directly into workflows. With solutions spanning portfolio management, planning, CRM, reporting,\u00a0and a broad open-integration ecosystem, Orion is designed for fast-growing advisors who want to move\u00a0faster, work smarter, and focus more time on clients. Orion ranks #1 in market share for All-In-One\u00a0Software, CRM, and Portfolio Management \/ Reporting.1\u00a0<\/sup>As of March 31, 2026, Orion services $5.9\u00a0trillion in assets under administration and $185 billion of wealth management platform assets, supports\u00a0more than 8.3 million technology accounts, and powers thousands of independent advisory firms.\u00a0Today, 17 of the top 20 Barron\u2019s RIA firms rely on Orion technology to help drive growth and better investor outcomes.2<\/sup>\u00a0<\/p> 1<\/i><\/sup>Source: T3\/Inside Information Advisor Software Survey, 2026. Orion has #1 market share for All-in-One Software, CRM, and Portfolio\u00a0Management\/Reporting Tools.<\/i> Wealth Management Platform Assets include assets managed on a discretionary and non-discretionary basis by Orion Portfolio Solutions, LLC\u00a0(\u201cOPS\u201d) and TownSquare Capital, LLC (\u201cTSC\u201d) on their proprietary platforms, assets in proprietary and third-party models made available\u00a0through the Orion Investment Portal, and assets in OPS\u2019s proprietary models managed on third-party platforms.\u00a0<\/i><\/p> Outputs generated by Orion Denali AI should be reviewed for accuracy and appropriateness by financial professionals in all cases.\u00a0<\/i><\/p> 1931-U-26177<\/p> Orion<\/b>![](\"https:\/\/mms.businesswire.com\/media\/20260629832926\/en\/2840745\/22\/Orion_Logo_2025_%282%29.jpg\"){kind=logo}
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