WealthTech Today Ep 330: The Unfair Advantage Hiding in Orion’s Intelligence Layer, with Reed Colley, Orion
Feb 25, 2026
Reed Colley, President of Technology at Orion and founder of Black Diamond and Summit Wealth Systems, explains what being AI-native really means. He talks about unifying advisor workflows into a single pane, Orion’s Denali intelligence layer and its auditable query approach. He covers integration challenges, data governance, and near-term AI-driven product priorities.
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Episode notes
Single Pane Solves Disconnected Advisor Tech
- Advisors struggle with disconnected systems that force them to play CTO for integrations.
- Reed Colley built Summit to provide a single pane of glass by aggregating portfolio, planning, CRM and internal data into one tailored view.
Why Summit Joined Orion For Scale
- Reed sold Summit to Orion because scale plus Orion's distribution and talent let the product impact more firms.
- He saw Summit's single-tenancy data model and Orion's operations DNA as the right combination to push the space forward.
Single Tenancy Enables Security And Flexibility
- Summit was built with a single-tenancy model to improve security, flexibility, and scale for firms.
- That technical choice enabled better data maintenance and is now being offered across Orion's larger customer base.