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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On-Demand

1828

Wealth Management

Webinar

Brinker New User Series: Proposals, New Accounts, Forms Library
March 25, 2026
1:00 PM (CST)
1 hour duration
In this 40-minute training session, you'll learn how the...
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Webinar

Partner Content

Webinar

Using Orion Portfolio Insights to Power Smarter Meetings with Jump
March 24, 2026
2:00 PM (CST)
1 hour duration
Orion holds the data that drives meaningful client...
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1828

Advisor Tech

Webinar

Orion Tech New User Series - Enhancing Client Engagement
March 19, 2026
2:00 PM (CST)
1 hour duration
Ready to unleash the full potential of Orion Connect? Dive...
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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.