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.

Learn More

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.

Learn More
Countdown to
Event Happening Now
00
Days
00
Hours
00
Minutes
00
Seconds

All Events

No results

Upcoming

We can't seem to find any upcoming events that match your search. Please check your search for typos or try another term.

On-Demand

Event

Webinar

From Trade to Execution: How to Streamline Your Workflow
June 26, 2025
1:00 PM (CST)
Trade execution shouldn’t slow you down. If your team is...
Watch Now
Event

Webinar

Tech in 10: Streamlining Estate Planning Conversations with Smart Tech
June 24, 2025
1:00 PM (CST)
Estate planning isn’t just for ultra-high-net-worth clients...
Watch Now
Event

Orion Event

Redtail + OPS = Better Together Unlocking the Power of a Connected Workflow
1 hour duration
When your CRM and TAMP speak the same language, everything...
Watch Now

Tech That Powers Your Success

See why Orion is one of the top All-in-One Software Programs used by Advisors!1

Request a Demo

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.