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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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On-Demand
Advisor Tech
Webinar
Orion Tech New User Series - Portfolio Audit + Queries & ReportingJanuary 15, 2026
2:00 PM (CST)1 hour durationReady to unleash the full potential of Orion Connect? Dive...
Wealth Management
Webinar
OPS New User Series: Client Overview, Trading, and Model Search and CompareJanuary 14, 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 - General NavigationJanuary 8, 2026
2:00 PM (CST)1 hour durationReady to unleash the full potential of Orion Connect? Dive...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.
0670-U-25069
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