What Is Eclipse University?

Eclipse University is an immersive training event designed to help you get more out of the Eclipse trading platform. You will work directly with Eclipse subject matter experts, see real trading workflows in action, and learn how to use Eclipse more effectively from order creation through order submission.

 

What to Expect at Eclipse University

This is not theory-based training.

Eclipse U sessions are built around how firms actually trade, using real use cases, common challenges, and practical examples. Throughout the day, you'll also be able to book one-on-one consultations with Eclipse subject matter experts, receiving guidance that is tailored to your firm’s specific trading setup and goals.

Orion's Eclipse University training session

Why Attend Eclipse University?

Eclipse University is built for teams that want to trade more efficiently, more accurately, and with greater confidence.

Face-to-Face Training

Get direct, in-person access to the Eclipse trading team. See workflows demonstrated live, ask questions, and get clear explanations you can apply immediately.

One-on-one training at Eclipse University

Choose Your Path

Build an agenda that fits your goals. Attend Redtail sessions, Orion sessions, or a mix of both so you are spending your time where it delivers the most value.

Learn How Your Tools Work Together

See how Redtail, Orion, and integrated tools connect to support client service, reporting, and operational efficiency. Learn how to reduce manual work and create more consistent processes across your firm.

Collaborate with Peers

Train alongside advisors, operations professionals, and practice managers from firms across the country. Share ideas, see what others are doing, and learn from different approaches. End the day with a dedicated cocktail hour designed for relaxed networking and continued conversation.

Enjoy the Experience

From training materials to meals, everything is designed to support focused learning. Expect an organized, engaging environment that keeps you productive and energized throughout the event.

RTU advisors learning
2026 Dates and Locations

Eclipse University Schedule

View our full schedule of Eclipse University events for 2026, below.

Please note: Registration for Eclipse University events opens approximately 90 days prior to each scheduled event. 

Omaha

Nebraska

May 12, 2026

Register Now
Omaha

Salt Lake City

Utah

August 26, 2026

Salt Lake City

Omaha

Nebraska

December 2, 2026

Omaha

What Attendees Are Saying

Great conference! I feel more confident with Eclipse and can't wait to dig around and start implementing.

— John Dees, Gallacher Capital Management

So fun and entertaining, but also so much great content, and best practices at the same time. Best of both worlds!

— Sarah Nelson, Keystone Financial Services

Eclipse University Agenda

Get a closer look at what to expect during your Eclipse University experience. The agenda is designed to maximize hands-on learning and ensure you leave with practical skills you can apply right away.

Preview the full agenda below for session topics, start times, and featured speakers.

Eclipse University 2026 Agenda

Frequently Asked Questions

Who should attend Eclipse University?

Teams that use Eclipse to submit trades, including newer users who want to build a strong foundation and experienced users who want to refine workflows and adopt best practices.

Do I need prior experience?

We recommend at least 6 months of experience with Eclipse so you can focus on deeper concepts and practical applications.

Is there a virtual option?

Eclipse University is an in-person experience. If you’re looking for virtual or on-demand learning, explore our Orion training resources and webinars.

Orion Training

What should I bring?

Bring a laptop or tablet with your Orion login credentials ready to go. A charging cable is a good idea, and so is a list of processes or questions you’ve been meaning to dig into — you’ll have the option to schedule a consultation to work through them directly with trainers.

Is food provided?

Yes. Lunch will be provided, and snacks will be available throughout the day. 

Who can I contact with questions?

Please send an email to orion@planitincevents.com.

Questions?

Email: orion@planitincevents.com

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This website is intended for investment professionals only. It is not intended for use by private investors. 
Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.