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Orion Events
Join us at one of our events.
Event
Eclipse University – Omaha, NE
May 12 - 12, 2026 | 7:00 AM (CST)9 hour 30 min durationLearn MoreEclipse University is an immersive, in-person training experience for teams using Orion's Eclipse trading platform. Work directly with Eclipse subject matter experts, see real trading workflows demonstrated live, and leave with practical skills you can apply immediately — from order creation through submission.
Orion Ascent 2026
February 24, 2026 - February 27, 2026San Diego, CA
United StatesImmerse 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
Advisor Tech
Orion Event
Eclipse University – Omaha, NEMay 12, 2026
7:00 AM (CST)9 hour 30 min durationEclipse University is an immersive, in-person training...
Wealth Management
Webinar
OPS New User Series: Client Overview, Trading, and Model Search and CompareMay 13, 2026
1:00 PM (CST)1 hour durationJoin us for a 40-minute training session designed to help...
Advisor Tech
Webinar
Orion Tech New User Series - Portfolio Audit + Queries & ReportingMay 14, 2026
2:00 PM (CST)1 hour durationReady to unleash the full potential of Orion Connect? Dive...On-Demand
Wealth Management
Webinar
Brinker New User Series: Navigating the Advisor PortalApril 15, 2026
1:00 PM (CST)1 hour durationJoin us for a 40-minute training session to enhance your use...
Advisor Tech
Webinar
Orion Tech New User Series - Portfolio Audit, Queries, and ReportingApril 9, 2026
2:00 PM (CST)1 hour durationReady to unleash the full potential of Orion Connect? Dive...
Advisor Tech
Webinar
Eclipse Trading Series: Trade Review, Submission, and WorkflowsApril 9, 2026
10:00 AM (CST)1 hour durationReady to bring it all together and submit trades with...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.
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