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.

Learn More

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.

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

All Events

Upcoming

1828

Wealth Management

Webinar

OPS New User Series: Client Overview, Trading, and Model Search and Compare
November 5, 2025
1:00 PM (CST)
1 hour duration
Join us for a 40-minute training session designed to help...
Register
1828

Wealth Management

Webinar

Orion Wealth Feature Spotlight: RMD Dashboard
November 6, 2025
12:00 PM (CST)
1 hour duration
Explore Orion Wealth Management's Required Minimum...
Register
1828

Advisor Tech

Webinar

Orion Tech New User Series - Portfolio Audit + Queries & Reporting
November 6, 2025
2:00 PM (CST)
1 hour duration
Ready to unleash the full potential of Orion Connect? Dive...
Register

On-Demand

1828

Advisor Tech

Webinar

Orion Tech New User Series - General Navigation
October 30, 2025
2:00 PM (CST)
1 hour duration
Ready to unleash the full potential of Orion Connect? Dive...
Register
1828

Wealth Management

Webinar

OPS New User Series: Advisor Portal Basics
October 29, 2025
1:00 PM (CST)
1 hour duration
Join us for a 40-minute training session designed for new...
Register
Webinar

Advisor Tech

Webinar

Transforming Portfolio Data into Client-Ready Insights, Smarter Meetings, and Stronger Outcomes
October 28, 2025
2:00 PM (CST)
1 hour duration
Advisors spend too much time digging through data and not...
Register

Tech That Powers Your Success

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

Request a Demo

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.