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.

Learn More

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.

Learn More
Countdown to
Event Happening Now
00
Days
00
Hours
00
Minutes
00
Seconds

All Events

No results

Upcoming

We can't seem to find any upcoming events that match your search. Please check your search for typos or try another term.

On-Demand

Wealth Management

Wealth Management

Webinar

Great Client Experiences with Orion Planning and the Orion Client Portal
February 20, 2025
1:00 PM (CST)
Discover how Orion Portfolio Solutions (OPS) can elevate...
Watch Now
Wealth Management

Advisor Tech

Webinar

Seamless Transition: Switching from Morningstar Office to Orion Advisor Tech
February 19, 2025
2:00 PM (CST)
Join us for an informative webinar where we will guide you...
Watch Now
Opperational Efficiency

Advisor Tech

Webinar

Tech in 10: Streamline Your Data Reviews with Orion Compare
February 19, 2025
1:00 PM (CST)
Join us for a quick 10-minute tour of Orion Compare , the...
Watch Now

Tech That Powers Your Success

See why Orion is one of the top All-in-One Software Programs used by Advisors!1

Request a Demo

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.