Align University

Get the Tools to Tell Your Story

For the entire office, from advisors to administrative staff, storytelling informs every aspect of their operations, including the tools they use, the client experience they create, and the strategies they deploy.

At Align University, you will learn how to master your entire suite of Redtail and Orion financial technology not just to tell your own story, but to help your clients tell theirs.

Here, you’ll learn how to master your financial tools (like Redtail CRM, Orion Planning, Billing, and more) so they become your instruments to compose these stories, allowing you and your office to present financial advice in ways that resonate with clients. 

Align University

What is Align University?

Align University is your opportunity to learn the ins and outs of your technology, from your Redtail CRM to tools such as Reporting, Planning, Billing, and more from Orion’s library of financial tools.

Just like your favorite choose-your-own-adventure books, Align U lets you choose from one- or two-day agendas. So, whether you want to focus solely on Redtail, dive deep into Orion, or get the best of both worlds, Align U has something for everyone.

Through case studies, real-world applications, engaging activities, and face-to-face time with Redtail and Orion trainers and staff, you’ll learn how to use your Redtail and Orion tools to weave together client stories that stand out. Best of all, you can schedule individual consultations, so that our expert storytellers can help you write your story.

At Align University, we provide a fun, energetic learning environment well-versed in the diverse needs and goals of a financial practice. We make sure that you leave with no questions unanswered, with no twist around the corner, and ready to start your next chapter. 

Why Attend Align University?

If you’re a user of Redtail, Orion, or both and you’ve ever found yourself saying “I don’t know what I don’t know” or “I’m not getting enough out of what’s available” then Align University is for you. 

Face-to-Face Training

Don’t just get educated — get entertained and motivated! Our trainers will make you think, make you laugh, get you involved, and make sure that you journey home with a smile on your face and with no questions unanswered.

Redtail University

The Path of Power Users

Engaging, entertaining presentations and discussions will fill you with knowledge about the ins and outs of your Redtail and Orion technology so that you become the hero your office and your clients need.

Align University

Connect with Integration Partners

Get a focused, high-level understanding of pain points in your day-to-day, then see the tools and technology that not only integrate directly with your Redtail and Orion tech but can massage those pain points away.

Collaborate with Peers

Get out and surround yourself with colleagues in your industry from practices around the country to share ideas, talk strategies, and learn from those around you.

Redtail University

Enjoy the Experience

At Align University, you’ll get an Align U T-shirt, access to every presentation, and plenty of chances to win some fun swag prizes. We’ll also keep you energized with breakfast, lunch, snacks, and, of course, a much-needed cup of joe to keep the ideas flowing.

Redtail University
"[It's] an inspiring, high-energy experience led by

dynamic experts

who made learning fun and engaging.

– Kate Guillen, Founder, Head of Strategy, Simplicity Ops 

RTU 2025 Workbook
Who is Align University For?

Choose Your Own Agenda

At Align University, attendees can choose from a variety of editions:

Align University — Redtail Edition

Day One: Just like our regular Redtail University event, attendees can join and learn with our Redtail storytellers in both Implement and Strategy rooms.

Day Two: We dive into some additional topics highly requested by users, including more Workflow discussion and calendar syncing, amongst other discussion items and points of focus. Most importantly, you can also schedule one-on-one consults with our Redtail trainers!

View Agenda

Align University — Orion Edition

Day One: For master Orion storytellers, journey into the woods of Orion with a day of advanced deep dives, combining presentations and discussion along with tips, tricks, and best practices to give you a thorough understanding of how to implement your technology! Attendees can also schedule one-on-one consults with our Orion trainers and experts!

Day Two: For newer storytellers, our Orion 101 track will give you a solid base of knowledge about the core components of our tech. We’ll be weaving through the stories of data maintenance, quarter-end process, and more!

View Agenda

Align University — Best of Both Worlds Edition

Includes Redtail Day One and Orion Day Two schedules. At Align University, you’ll get an Align U T-shirt, access to every presentation, and plenty of chances to win some fun swag prizes.

View Agenda

2025 Dates

Align University Schedule

Chicago

Illinois

Align University
June 24-25, 2025

Chicago | Redtail University 2025

Denver

Colorado

Align University
September 23-24, 2025

Denver | Redtail University 2025

Atlanta

Georgia

Align University
November 18-19, 2025

Atlanta | Redtail University 2025

What Attendees Say About Align University

It was incredible. The amount of information provided in such a short time made it an incredible value.

— Mark Wolter, Wolter Wealth Management

Today's conference has really driven home the importance of documenting and consistency. It's going to be a game changer with all the new relationships we have at play with clients.

— Paloma Gurman, Desert Rose Capital Management

One of the best and most informative seminars I have ever attended.

— Michelle Ford, Rayhons Financial

[Align U was] the literal best training I have ever attended. The knowledge presented, and the ease in which it was delivered, coupled with the ability to understand it, was truly impressive. Overall, a great event, thank you!

— Ryan Gwin, N1 Advisors

Most fun training I’ve ever attended! So helpful and informative. We learned a lot that we will be able to implement in the office. Thank you!

— Denise Yagoda, Secure Planning Group

Additional Training Opportunities

Looking for more opportunities to learn anything and everything Redtail? Prepare to become a power by exploring all of our additional educational resources — including 1:1 training — we offer to our users.

Explore More
Questions?

Call 800-206-5030 ext. 7 or email: RTU@redtailtechnology.com.

Please email us if you have any questions about Redtail University. For upcoming webinars, check our schedule here. For other recorded webinars, videos, and training sessions, check out our help desk, here.

To ensure you stay up to date, subscribe to our newsletter here.

Looking to get more info on a custom Redtail University? Click here.

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This website is intended for investment professionals only. It is not intended for use by private investors. 
Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, a registered investment advisor.