Group 1: Orion's Denali AI Platform - Orion has announced Denali AI, a new enterprise intelligence platform aimed at creating an AI-first ecosystem, with full availability expected in 2026 [1][2] - The technology is currently in beta with select advisory firm clients and will connect all systems and workflows within the Orion technology ecosystem [2] - Denali AI is designed to serve as an "AI Command Center" for firms, providing administrators with control and visibility into their AI environment, including usage data and activity logs [3] Group 2: Strategic Importance and Features - Denali AI is positioned as the cornerstone of Orion's future, combining automation, insights, and intelligence to enhance decision-making and client service [4] - Orion showcased AI assistants and features at the Future Proof conference, highlighting the platform's capabilities [4] Group 3: Envestnet's Managed Model Portfolios - Envestnet launched two managed model portfolios that integrate interval funds, available through its Strategist UMA platform [5] - The portfolios include options from Franklin Templeton and BlackRock, with additional offerings expected in 2026 from Fidelity Investments and State Street [6] - The Franklin Templeton fund offers five risk-based options with a 10% allocation to alternatives, while the BlackRock fund focuses on multi-asset income strategies [6] Group 4: Operational Developments - Both Envestnet funds will not require subscription documents and will simplify tax reporting for investors [7] - Envestnet appointed Bhaskar Peddhapati as chief technology officer, overseeing technology, engineering, and information security [7]