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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All Events

Upcoming

Opperational Efficiency

Advisor Tech

Webinar

Orion New User Series: Enhancing Client Engagement
April 17, 2025
2:00 PM (CST)
Jumpstart your journey with Orion by joining our New User...
Register
Wealth Management

Advisor Tech

Webinar

Q2 2025 OCIO Macro Outlook Webinar
April 22, 2025
12:00 PM (CST)
Join Orion's CIO Tim Holland for the Q2 Marco Outlook...
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Event

Advisor Tech

Webinar

Streamline Your Advisory Workflow with Orion & Redtail
April 23, 2025
2:00 PM (CST)
Tired of bouncing between systems and re-entering data...
Register

On-Demand

Opperational Efficiency

Advisor Tech

Webinar

Orion New User Series: Portfolio Audit, Queries, and Reporting
April 10, 2025
2:00 PM (CST)
Jumpstart your journey with Orion by joining our New User...
Watch Now
Event

Advisor Tech

Webinar

Tech in 10: Elevate Your Client Reports with Orion Reporting
April 2, 2025
1:00 PM (CST)
In just 10 minutes , discover how Orion Reporting can help...
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Event

Advisor Tech

Webinar

Unlocking Behavioral Finance: A Deep Dive into Orion’s BeFi Tools
April 2, 2025
1:00 PM (CST)
Market volatility is inevitable—but client panic doesn’t...
Watch Now

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.