Orion Tech New User Series Resources

What if your CRM could actually listen? In this session, we’ll explore how advisors can unlock deeper insights, automate follow-ups, and stay compliant—without adding more tools or admin. See how Zocks transforms Redtail data into action, helping firms scale smarter and engage clients more meaningfully. Discover just practical workflows, real use cases, and a smarter way to work.

2223-U-25227

Thinking about moving your book to Orion — but worried about the process? You’re not alone. Many advisors hesitate to switch platforms because of the unknowns: repapering, client disruption, and the fear of getting stuck mid-transition. 

Join us for this 20-minute session where you’ll hear how Orion helps make transitions smoother, simpler, and more supported. We’ll walk through our proven onboarding approach and show you how we tailor the experience whether you’re starting small or bringing over your full book.