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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Upcoming

Opperational Efficiency

Wealth Management

Webinar

OPS New User Series - Client Overview, Trading, and Model Search and Compare
October 8, 2025
1:00 PM (CST)
Join us for a 40-minute training session designed to help...
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Opperational Efficiency

Advisor Tech

Webinar

Orion Tech New User Series - Portfolio Audit, Queries, and Reporting
October 9, 2025
2:00 PM (CST)
Ready to unleash the full potential of Orion Connect? Dive...
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Opperational Efficiency

Advisor Tech

Webinar

Leveraging Redtail’s Workflow Library
October 14, 2025
12:00 PM (CST)
Work smarter, not harder: how to implement workflows with...
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On-Demand

Opperational Efficiency

Advisor Tech

Webinar

Orion Tech New User Series - Enhancing Client Engagement
September 18, 2025
2:00 PM (CST)
Ready to unleash the full potential of Orion Connect? Dive...
Watch Now
Opperational Efficiency

Wealth Management

Webinar

Brinker New User Series - Navigating the Advisor Portal
September 17, 2025
1:00 PM (CST)
Join us for a 40-minute training session to enhance your use...
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Opperational Efficiency

Advisor Tech

Webinar

From CRM to Conversation Intelligence: The Redtail + Zocks Advantage
September 16, 2025
12:00 PM (CST)
What if your CRM could actually listen? In this session, we...
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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.