Orion Events

Join us at one of our events.

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.

Countdown to
Event Happening Now
00
Days
00
Hours
00
Minutes
00
Seconds

All Events

Upcoming

Orion Ascent

Orion Event

Orion Ascent 2026
February 24 - 27, 2026
12:00 PM (CST)
Immerse yourself in 3 days jam-packed with advisor and...

On-Demand

1828

Advisor Tech

Webinar

Orion Tech New User Series - General Navigation
December 4, 2025
2:00 PM (CST)
1 hour duration
Ready to unleash the full potential of Orion Connect? Dive...
1828

Wealth Management

Webinar

OPS New User Series: Client Overview, Trading, and Model Search and Compare
December 3, 2025
1:00 PM (CST)
1 hour duration
Join us for a 40-minute training session designed to help...
1828

Advisor Tech

Webinar

The Billing Survival Guide: From Quarter-End Dashboard to Live Bills
December 2, 2025
11:00 AM (CST)
1 hour duration
Join us for the kickoff session of our 3-part Billing...

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, 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.