Orion Events

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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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On-Demand

Opperational Efficiency

Advisor Tech

Webinar

AI Notes to Client Action: DataDasher Transforms Redtail Into a Proactive Client Engagement Engine
October 7, 2025
1:00 PM (CST)
1 hour duration
Are you ready to move beyond basic note-taking and unlock...
Register
Opperational Efficiency

Advisor Tech

Webinar

Orion Tech New User Series - General Navigation
October 2, 2025
2:00 PM (CST)
1 hour duration
Ready to unleash the full potential of Orion Connect? Dive...
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Opperational Efficiency

Wealth Management

Webinar

OPS New User Series: Advisor Portal Basics
October 1, 2025
1:00 PM (CST)
1 hour duration
Join us for a 40-minute training session designed for new...
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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.