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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All Events

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Upcoming

1828

Wealth Management

OCIO Training Series: Advisor Portal
May 5, 2026
11:00 AM (CST)
45 min duration
Join us for a hands-on webinar designed to help you...
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1828

Wealth Management

Webinar

OPS New User Series: Advisor Portal Basics
May 6, 2026
1:00 PM (CST)
1 hour duration
Join us for a 40-minute training session designed for new...
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1828

Advisor Tech

Webinar

Orion Tech New User Series - General Navigation
May 7, 2026
2:00 PM (CST)
1 hour duration
Ready to unleash the full potential of Orion Connect? Dive...
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On-Demand

Turning Orion Data into Insights with AI

Advisor Tech

Webinar

Turning Orion Data Into Insights with AI: Report Assistant & Query Studio
1 hour duration
Ready to put AI to work inside Orion? Join us for an...
https://oriontechcrosssell.wistia.com/live/events/83n42j66t1
1828

Advisor Tech

Webinar

Turning Orion Data Into Insights with AI: Report Assistant & Query Studio
April 23, 2026
2:00 PM (CST)
1 hour duration
Ready to put AI to work inside Orion? Join us for an...
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1828

Wealth Management

Webinar

Brinker New User Series: Proposals, New Accounts, Forms Library
April 22, 2026
1:00 PM (CST)
1 hour duration
In this 40-minute training session, you'll learn how the...
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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.