Orion Events

Join us at one of our events.

Orion Ascent 2025

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.

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Orion Ascent 2026

February 24, 2026 - February 27, 2026

San Diego, CA
United States

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.

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Upcoming

Opperational Efficiency

Advisor Tech

Webinar

Orion New User Series: Portfolio Audit, Queries, and Reporting
July 10, 2025
2:00 PM (CST)
Jumpstart your journey with Orion by joining our New User...
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Advisor watching webinar

Advisor Tech

Webinar

Fear-Free Transitions: How Advisors Move to Orion with Confidence
July 15, 2025
10:00 AM (CST)
Thinking about moving your book to Orion — but worried about...
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Wealth Management

Partner Content

Webinar

Harnessing Stress for Greater Financial Confidence
July 15 - 15, 2025
12:00 PM (CST)
1 hour 15 min duration
Many investors fail to mentally prepare for different life...
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On-Demand

Opperational Efficiency

Advisor Tech

Webinar

Orion New User Series: General Navigation
July 3, 2025
2:00 PM (CST)
Jumpstart your journey with Orion by joining our New User...
Watch Now
Event

Webinar

From Trade to Execution: How to Streamline Your Workflow
June 26, 2025
1:00 PM (CST)
Trade execution shouldn’t slow you down. If your team is...
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Event

Webinar

Tech in 10: Streamlining Estate Planning Conversations with Smart Tech
June 24, 2025
1:00 PM (CST)
Estate planning isn’t just for ultra-high-net-worth clients...
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Tech That Powers Your Success

See why Orion is one of the top All-in-One Software Programs used by Advisors!1

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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.