Orion Events

Join us at one of our events.

1828

Event

Align University - Phoenix, AZ

November 10 - 11, 2026 | 7:00 AM (CST)
9 hour duration

Align University is a two-day, in-person training event for advisors and teams using Redtail, Orion, or both. Come for one platform or come for both — you build the agenda around your technology and your goals.

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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

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Upcoming

Webinar

Advisor Tech

Webinar

Start 2027 Strong: Build an Automated KPI Scoreboard for Your Team
November 17, 2026
12:00 PM (CST)
Join IntegratedAdvisor, an approved Redtail integration...
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1828

Wealth Management

Webinar

Brinker New User Series: Navigating the Advisor Portal
November 18, 2026
1:00 PM (CST)
45 min duration
Join us for a 40-minute training session to enhance your use...
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1828

Advisor Tech

Webinar

Orion’s Recent Reporting Enhancements in Action
November 19, 2026
2:00 PM (CST)
1 hour duration
Take a closer look at recent reporting enhancements with the...
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On-Demand

1828

Wealth Management

Webinar

Brinker New User Series: Navigating the Advisor Portal
October 21, 2026
1:00 PM (CST)
45 min duration
Join us for a 40-minute training session to enhance your use...
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1828

Wealth Management

Webinar

OCIO Training Series: Client Portal and Orion Planning
October 20, 2026
11:00 AM (CST)
1 hour duration
Ready to transform how your clients engage with their...
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1828

Advisor Tech

Webinar

Orion Tech Foundations: Client Experience & Performance Questions
October 15, 2026
2:00 PM (CST)
1 hour duration
Nothing tests your Orion knowledge like a client asking...
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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, 2026. Orion holds the #1 market share for CRM, Portfolio Management/Reporting Tools, and All-In-One Software. Orion also ranks in the Top 3 for Trading and Rebalancing, TAMP, and Risk Intelligence.