You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Wealthtech provider Orion announced Denali AI this week, the company’s new enterprise intelligence platform that will power what the company is referring to as its AI-first ecosystem, when it is fully available. For now, the technology remains in beta with select Orion advisory firm clients. Broad availability is expected sometime in 2026 at which time details on pricing and other aspects of Den ...

Core Insights - Envestnet has launched professionally managed model portfolios featuring interval funds on its WealthTech platform to meet the increasing demand for alternative investments among high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients [1][2] - The new offerings aim to provide seamless access to institutional-grade solutions for advisors, integrating semi-liquid and liquid strategies for easier allocation to alternatives [2][3] Product Offerings - The Franklin Templeton Multi-Manager HNW Portfolios include five risk-based options with a strategic 10% allocation to alternatives, designed to enhance income potential and simplify access to private markets [3] - BlackRock's Multi-Asset Income with Private Markets Models are structured as Fund Strategist Portfolios with a minimum investment of $25,000, blending public and private credit along with dividend-focused equities across three risk-based allocations [4] Operational Considerations - Envestnet has established operational protocols for advisors regarding Limited Trade Window (LTW) funds, emphasizing the importance of observing redemption windows and managing liquidation responsibilities [5][6] - The company highlights the necessity for wealth management firms to sign agreements with Envestnet to enable LTW fund capabilities, reflecting the growing trend of advisors allocating to alternative investments [5] Market Context - The shift towards alternative investments is driven by the shrinking public markets and the need for diversified portfolios, as noted by Envestnet's Co-CIO Dana D'Auria [2] - With over half of alternatives held by HNW and affluent investors, the demand for expanded capabilities and access on Envestnet's platform is critical for advisors [5]