Orion Events

Join us at one of our events.

1828

Event

Eclipse University – Omaha, NE

May 12 - 12, 2026 | 7:00 AM (CST)
9 hour 30 min duration

Eclipse 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.

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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

All Events

Upcoming

1828

Wealth Management

Webinar

OCIO Training Series: Client Portal and Orion Planning
May 19, 2026
11:00 AM (CST)
45 min duration
Ready to transform how your clients engage with their...
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1828

Wealth Management

Webinar

Brinker New User Series: Navigating the Advisor Portal
May 20, 2026
1:00 PM (CST)
1 hour duration
Join us for a 40-minute training session to enhance your use...
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1828

Advisor Tech

Webinar

Orion Tech New User Series - Client Portal Foundations
May 21, 2026
2:00 PM (CST)
1 hour duration
Ready to unleash the full potential of Orion Connect? Dive...
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On-Demand

1828

Wealth Management

Webinar

OPS New User Series: Client Overview, Trading, and Model Search and Compare
April 8, 2026
1:00 PM (CST)
1 hour duration
Join us for a 40-minute training session designed to help...
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1828

Advisor Tech

Webinar

Orion Tech New User Series - General Navigation
April 2, 2026
2:00 PM (CST)
1 hour duration
Ready to unleash the full potential of Orion Connect? Dive...
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1828

Advisor Tech

Webinar

Eclipse Trading Series: Cash Management
April 2, 2026
10:00 AM (CST)
1 hour duration
Understanding how cash flows through Eclipse is essential to...
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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.