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Orion Events
Join us at one of our events.
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.
Orion Ascent 2026
February 24, 2026 - February 27, 2026San Diego, CA
United StatesImmerse 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.
Countdown toEvent Happening Now00Days00Hours00Minutes00SecondsAll Events
Upcoming
Advisor Tech
Webinar
Orion Tech New User Series - Portfolio Audit, Queries, and ReportingOctober 9, 2025
2:00 PM (CST)Ready to unleash the full potential of Orion Connect? Dive...Advisor Tech
Webinar
Leveraging Redtail’s Workflow LibraryOctober 14, 2025
12:00 PM (CST)Work smarter, not harder: how to implement workflows with...Wealth Management
Webinar
Brinker New User Series - Navigating the Advisor PortalOctober 15, 2025
1:00 PM (CST)Join us for a 40-minute training session to enhance your use...On-Demand
Wealth Management
Webinar
OPS New User Series - Client Overview, Trading, and Model Search and CompareOctober 8, 2025
1:00 PM (CST)Join us for a 40-minute training session designed to help...Wealth Management
Webinar
Master the 351 ETF ExchangeOctober 7, 2025
12:00 PM (CST)For financial advisors seeking advanced strategies for...Advisor Tech
Webinar
AI Notes to Client Action: DataDasher Transforms Redtail Into a Proactive Client Engagement EngineOctober 7, 2025
12:00 PM (CST)Are you ready to move beyond basic note-taking and unlock...Tech That Powers Your Success
See why Orion is one of the top All-in-One Software Programs used by Advisors!1
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.
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