Orion Events

Join us at one of our events.

Orion Ascent 2025

Event

Orion Ascent 2026

February 24 - 27, 2026 | 12:00 PM (CST)

Immerse yourself in 3 days jam-packed with advisor and expert-led education; hands-on workshops; time to truly connect with peers, partners, and prospects; fantastic food and entertainment, and so much more.

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Orion Ascent 2026

February 24, 2026 - February 27, 2026

San Diego, CA
United States

Immerse yourself in 3 days jam-packed with advisor and expert-led education; hands-on workshops; time to truly connect with peers, partners, and prospects; fantastic food and entertainment, and so much more.

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All Events

Upcoming

Opperational Efficiency

Advisor Tech

Webinar

Orion New User Series: General Navigation
June 5, 2025
2:00 PM (CST)
Jumpstart your journey with Orion by joining our New User...
Register
Opperational Efficiency

Advisor Tech

Webinar

Client Experience & Operational Excellence: The Power of Technology in Wealth Management
June 10, 2025
1:00 PM (CST)
Achieving operational excellence while delivering an...
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Opperational Efficiency

Advisor Tech

Webinar

Orion New User Series: Portfolio Audit, Queries, and Reporting
June 12, 2025
2:00 PM (CST)
Jumpstart your journey with Orion by joining our New User...
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On-Demand

Opperational Efficiency

Advisor Tech

Webinar

Unlocking the Power of Eclipse: A Guided Tour of Orion's Trading Platform
May 22, 2025
2:00 PM (CST)
Jumpstart your journey with Orion by joining our New User...
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Wealth Management

Wealth Management

Webinar

How to Move Your Book to Orion
May 20, 2025
1:00 PM (CST)
Moving client assets can feel overwhelming—for both advisors...
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Event

Advisor Tech

Webinar

Summer of CE: The Psychology of Direct Indexing
May 15, 2025
1:00 PM (CST)
Delve into the world of custom indexing and unlock the...
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Tech That Powers Your Success

See why Orion is one of the top All-in-One Software Programs used by Advisors!1

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¹Source: T3/Inside Information Advisor Software Survey, 2025. Orion holds the #1 market share for CRM, Portfolio Management/Reporting Tools, and Portfolio Design Solutions. Orion also ranks in the Top 3 for All-In-One Software, Trading and Rebalancing, TAMP, and Risk Intelligence.