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.

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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

Upcoming

Opperational Efficiency

Advisor Tech

Webinar

Orion New User Series: Enhancing Client Engagement
July 17, 2025
2:00 PM (CST)
Jumpstart your journey with Orion by joining our New User...
Register
Event

Advisor Tech

Webinar

Critical Client Facts at Your Fingertips With Intulse + Redtail
July 22 - 22, 2025
12:00 PM (CST)
1 hour duration
Making lasting connections with your clients is critical...
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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...
Register

On-Demand

Opperational Efficiency

Advisor Tech

Webinar

Unlocking the Power of Eclipse: A Guided Tour of Orion's Trading Platform
May 22, 2025
2:00 PM (CST)
Jumpstart your journey with Orion by joining our New User...
Watch Now
Wealth Management

Wealth Management

Webinar

How to Move Your Book to Orion
May 20, 2025
1:00 PM (CST)
Moving client assets can feel overwhelming—for both advisors...
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Event

Advisor Tech

Webinar

Summer of CE: The Psychology of Direct Indexing
May 15, 2025
1:00 PM (CST)
Delve into the world of custom indexing and unlock the...
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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, 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.