Orion Events

Join us at one of our events.

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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On-Demand

Wealth Management

Wealth Management

Webinar

Attracting the Best Advisors to Your Firm
July 25, 2024
1:00 PM (CST)
Join us for an insightful discussion where industry leaders...
Wealth Management

Advisor Tech

Webinar

Secret Messages Unveiled: Navigating SEC's Texting Terrain
July 24, 2024
2:00 PM (CST)
Embark on a thrilling investigative journey with our...
Wealth Management

Wealth Management

Webinar

Using fpPathfinder Interactive Checklists To Expand Planning Opportunities
July 23, 2024
12:00 PM (CST)
Hone your client flywheel by offering problem-based planning...

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.