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Orion Events
Join us at one of our events.
Event
Align University - Minneapolis, MN
June 9 - 10, 2026 | 7:00 AM (CST)9 hour durationLearn MoreAlign University is a two-day, in-person training event for advisors and teams using Redtail, Orion, or both. Come for one platform or come for both — you build the agenda around your technology and your goals.
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
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Upcoming
Wealth Management
Webinar
OCIO Training Series: Client Portal and Orion PlanningMay 19, 2026
11:00 AM (CST)45 min durationReady to transform how your clients engage with their...
Wealth Management
Webinar
Brinker New User Series: Navigating the Advisor PortalMay 20, 2026
1:00 PM (CST)1 hour durationJoin us for a 40-minute training session to enhance your use...
Advisor Tech
Webinar
Orion Tech New User Series - Client Portal FoundationsMay 21, 2026
2:00 PM (CST)1 hour durationReady to unleash the full potential of Orion Connect? Dive...On-Demand
Wealth Management
Webinar
OPS New User Series: Client Overview, Trading, and Model Search and CompareMay 13, 2026
1:00 PM (CST)1 hour durationJoin us for a 40-minute training session designed to help...
Advisor Tech
Orion Event
Eclipse University – Omaha, NEMay 12, 2026
7:00 AM (CST)9 hour 30 min durationEclipse University is an immersive, in-person training...
Advisor Tech
Webinar
Orion Tech New User Series - General NavigationMay 7, 2026
2:00 PM (CST)1 hour durationReady to unleash the full potential of Orion Connect? Dive...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, 2026. Orion holds the #1 market share for CRM, Portfolio Management/Reporting Tools, and All-In-One Software. Orion also ranks in the Top 3 for Trading and Rebalancing, TAMP, and Risk Intelligence.
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