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Upcoming Events

From the biggest industry conferences to new user and product training, meet us on the road or online at any of these upcoming events.

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Centaurus National Sales Conference

Event Description: Courtney Turner, VP of Strategic Relations for Orion Portfolio Solutions, and Eric Sanders, Strategic Consultant of Orion Advisor Technology will be at Centaurus to share the latest Orion has to share. Come by our booth at the Hyatt Regency, San Antonio,  TX!
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Cambridge Premier Club

Event Description: Tucson, AZ. Cambridge will be honoring their top financial professionals with dynamic sessions and engaging networking opportunities. Zack Seitz Regional Vice President of Orion will be in attendance.
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Ascent 2021

Event Description: Orion’s premier user event of the year, #OrionAscent, brings together a world-class roster of industry giants—from top financial advisors to provocative thought leaders to innovative tech experts—for three days of transformational insights, cutting-edge tech training, and powerful networking opportunities. For a limited time, get $100 off - use code ASCENT21EBE at checkout!
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Strategist Open House

Event Description: Join a panel of fellow industry strategists for an all-day session where we’ll discuss emerging industry trends, changing advisor and investor expectations and brainstorm new ways we can come together to enhance our platform offerings. More information coming soon!
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Ascent On the Road: Investment Management Series

Event Description: Orion is bringing our investment management expertise to cities across the country! Join Orion Portfolio Solutions and Brinker Capital Investments to discover new solutions for managing your businesses with confidence, including our innovative technology roadmap, expert market commentary, and third-party strategists insights–all available through our comprehensive, robust platform. More information coming soon!
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Ascent On the Road: Investment Management Series

Event Description: Orion is bringing our investment management expertise to cities across the country! Join Orion Portfolio Solutions and Brinker Capital Investments to discover new solutions for managing your businesses with confidence, including our innovative technology roadmap, expert market commentary, and third-party strategists insights–all available through our comprehensive, robust platform. More information coming soon!
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Ascent On the Road: Investment Management Series

Event Description: Orion is bringing our investment management expertise to cities across the country! Join Orion Portfolio Solutions and Brinker Capital Investments to discover new solutions for managing your businesses with confidence, including our innovative technology roadmap, expert market commentary, and third-party strategists insights–all available through our comprehensive, robust platform. More information coming soon!
:

Ascent On the Road: Investment Management Series

Event Description: Orion is bringing our investment management expertise to cities across the country! Join Orion Portfolio Solutions and Brinker Capital Investments to discover new solutions for managing your businesses with confidence, including our innovative technology roadmap, expert market commentary, and third-party strategists insights–all available through our comprehensive, robust platform. More information coming soon!
:

Ascent On the Road: Investment Management Series

Event Description: Orion is bringing our investment management expertise to cities across the country! Join Orion Portfolio Solutions and Brinker Capital Investments to discover new solutions for managing your businesses with confidence, including our innovative technology roadmap, expert market commentary, and third-party strategists insights–all available through our comprehensive, robust platform. More information coming soon!
:

Strategist Open House

Event Description: Join a panel of fellow industry strategists for an all-day session where we’ll discuss emerging industry trends, changing advisor and investor expectations and brainstorm new ways we can come together to enhance our platform offerings. More information coming soon!
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