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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Upcoming

Opperational Efficiency

Advisor Tech

Webinar

Orion Tech New User Series - Enhancing Client Engagement
October 16, 2025
2:00 PM (CST)
Ready to unleash the full potential of Orion Connect? Dive...
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Opperational Efficiency

Wealth Management

Webinar

Brinker New User Series: Proposals, New Accounts, Forms Library
October 22, 2025
1:00 PM (CST)
In this 40-minute training session, you'll learn how the...
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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...
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On-Demand

Financial Planning

Advisor Tech

Webinar

Orion Planning Office Hours: New Tax Law? New Tools. Your Questions, Answered.
August 7, 2025
12:00 PM (CST)
Tax law changes could already be impacting client plans, and...
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Opperational Efficiency

Advisor Tech

Webinar

Best Practices for Expediting Prospecting and New Client Onboarding
August 5, 2025
12:00 PM (CST)
Speed up your sales cycle while learning practical...
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Opperational Efficiency

Advisor Tech

Webinar

Unlocking the Power of Redtail Opportunities—Turn Plain Data Into Actionable Dashboards
July 29, 2025
12:00 PM (CST)
Discover how to transform the raw opportunity data in...
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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.