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Orion Events
Join us at one of our events.
Event
Align University - Minneapolis, MN
June 9 - 10, 2026 | 7:00 AM (CST)9 hour durationLearn MoreAlign University is a two-day, in-person training event for advisors and teams using Redtail, Orion, or both. Come for one platform or come for both — you build the agenda around your technology and your goals.
Orion Ascent 2026
February 24, 2026 - February 27, 2026San Diego, CA
United StatesImmerse 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
Orion Event
Redtail + OPS = Better Together Unlocking the Power of a Connected Workflow30 min durationWhen your CRM and TAMP speak the same language, everything...Tech That Powers Your Success
See why Orion is one of the top All-in-One Software Programs used by Advisors!1
¹Source: T3/Inside Information Advisor Software Survey, 2026. Orion holds the #1 market share for CRM, Portfolio Management/Reporting Tools, and All-In-One Software. Orion also ranks in the Top 3 for Trading and Rebalancing, TAMP, and Risk Intelligence.
1366-R-26120
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