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: Redtail CRM
May 26, 2026
11:00 AM (CST)
45 min duration
Ready to streamline your workflows by connecting Redtail and...
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1828

Advisor Tech

Webinar

Orion Tech Feature Spotlight - Reconciliation Clarity at Last
May 28, 2026
2:00 PM (CST)
1 hour duration
Join us for this month’s Feature Spotlight, a session...
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1828

Advisor Tech

Orion Event

Align University - Minneapolis, MN
June 9 - 10, 2026
7:00 AM (CST)
9 hour duration
Align University is a two-day, in-person training event for...
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On-Demand

1828

Wealth Management

Webinar

OPS New User Series: Advisor Portal Basics
April 1, 2026
1:00 PM (CST)
1 hour duration
Join us for a 40-minute training session designed for new...
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1828

Advisor Tech

Webinar

Orion Tech Feature Spotlight: Strength in Oversight - Leveraging Orion Compliance
March 26, 2026
2:00 PM (CST)
1 hour duration
Is your compliance program ready for what’s next? Compliance...
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1828

Advisor Tech

Webinar

Eclipse Trading Series: Trade Tools
March 26, 2026
10:00 AM (CST)
1 hour duration
Every trading scenario calls for a different approach, and...
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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.