Join Michael Kitces, Dr. Daniel Crosby and leaders from fast-growing advisory firms for practical insights on AI, technology and growth, plus limited-time savings on Orion technology.
Year-end planning is no longer just about budgets and technology reviews. The decisions advisors make now about AI, capacity, client experience and their technology stack will help shape how effectively their firms can grow in 2027. With more ways to build, buy and delegate technology than ever before, advisors need a clear strategy for choosing the right tools, eliminating unnecessary complexity and putting technology to work where it can make the greatest difference.
“Ready for 2027” is built to help you do exactly that. Join Michael Kitces, Dr. Daniel Crosby and leaders from fast-growing advisory firms for a November education series focused on the strategies, technology and real-world decisions shaping the year ahead. Then, turn those insights into action with limited-time savings on Orion technology, including Summit Experience and Denali AI, available through December 31, 2026. If growth is the goal for 2027, now is the time to get ready.
November Education Series: Planning for 2027
Ready for 2027 kicks off with three sessions focused on the biggest questions advisors face going into next year: how to stand out, how to get work done, and how to scale.
- In a World of AI, Being Forgettable Is a Choice: The Human Advantage in 2027 — Thursday, November 5, 2 p.m. ET. Orion Chief Behavioral Officer Daniel Crosby joins FMG’s Susan Theder and Samantha Russell to explore how behavioral science and authentic, strategic content can help advisors build trust, stand out as AI-generated marketing floods the market, and turn visibility into growth.
- Build, Buy, or Delegate? How Advisors Will Get Work Done in 2027 — Tuesday, November 10, 2 p.m. ET. In a fireside chat moderated by industry consultant Tim Welsh, Michael Kitces and Orion Chief Product Officer Trent Mumma examine the three ways firms will get work done next year: building their own tools with AI, buying purpose-built software, or delegating to agents and partners. They will cover where DIY pays off, where it quietly gets expensive, and how to decide what belongs in each bucket.
- The Growth Playbook: Lessons from Firms That Scaled Successfully — Tuesday, November 17, 2 p.m. ET. Hosted by WealthManagement.com, this panel brings together Orion EVP of OCIO Michael Folker with Mark LaRussa of Sterling Investment Counsel, Mike Capelle of Modern Wealth, and Brad Gatto of Fiat Wealth Management. Panelists will share the technology investments, operational changes, and outsourcing decisions that helped them move past growth plateaus, and what they wish they had done sooner.
Year-End Savings on Orion Technology
To help firms act on their 2027 plans, Orion is offering limited-time savings through December 31, 2026:
- For firms new to Orion: Advisory firms that book a consultation with Orion by December 31 are eligible for discounts up to 20%.
- For existing Orion clients: Firms that add Orion services or tools by December 31, including Summit Experience and Denali AI, are eligible for discounts up to 20%.
Summit Experience is Orion’s premium, white-labeled client experience layer. Powered by Denali, it unifies portfolio, planning, and client data in a single branded interface that firms fully own. Denali AI, recently named a winner in the InvestmentNews 5-Star Technology 2026 awards, brings governed intelligence directly into the workflows advisors use every day, so they can ask questions in plain language and move from insight to action in one connected workflow.
Terms and conditions apply. To schedule a consultation, visit https://orion.com/request-consultation.
Ready for 2027 continues into the new year at Orion Ascent 2027, the financial industry’s signature wealthtech event. Registration is now open.
About Orion
Orion is a wealthtech leader, powering advisors with a flexible, connected platform that unlocks built-in AI directly into workflows. With solutions spanning portfolio management, planning, CRM, reporting, and a broad open-integration ecosystem, Orion is designed for fast-growing advisors who want to move faster, work smarter, and focus more time on clients. Orion ranks #1 in market share for All-In-One Software, CRM, and Portfolio Management / Reporting.¹ As of September 30, 2026, Orion services $6.8 trillion in assets under administration and $218 billion of wealth management assets, supports approximately 9 million technology accounts, and powers thousands of independent advisory firms. Today, 18 of the top 20 Barron’s RIA firms rely on Orion technology to help drive growth and better investor outcomes.²
