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.

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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

Upcoming

Opperational Efficiency

Advisor Tech

Webinar

Orion Tech Feature Spotlight - Spooktacular Billing: Tricks & Treats for Quarter End Success
October 23, 2025
2:00 PM (CST)
Don’t let Billing give you a fright! Join us for a...
Register
Orion Ascent

Orion Event

Orion Ascent 2026
February 24 - 27, 2026
12:00 PM (CST)
Immerse yourself in 3 days jam-packed with advisor and...
Register

On-Demand

Opperational Efficiency

Advisor Tech

Webinar

Orion Tech New User Series - General Navigation
September 4, 2025
2:00 PM (CST)
Ready to unleash the full potential of Orion Connect? Dive...
Watch Now
Opperational Efficiency

Wealth Management

Webinar

OPS New User Series - Advisor Portal Basics
September 3, 2025
1:00 PM (CST)
Join us for a 40-minute training session designed for new...
Watch Now
Opperational Efficiency

Advisor Tech

Webinar

Orion Feature Spotlight: The Performance Team Tells All
August 28, 2025
2:00 PM (CST)
Jumpstart your journey with Orion by joining our New User...
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.