Orion Events

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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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On-Demand

Wealth Management

Behavioral Finance

Webinar

Introducing PulseCheck: Our Newest BeFi Tool to Match Investor Behavior with Their Goals
April 12, 2024
1:00 PM (CST)
Launched at Orion Ascent 2024, don't miss Dr. Daniel Crosby...
Watch Now
Wealth Management

Wealth Management

Webinar

What's Hot at OPS | March 2024
April 11, 2024
9:00 AM (CST)
Join Orion’s Chief Investment Officer, Rusty Vanneman, CFA...
Watch Now

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.