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Orion Events
Join us at one of our events.
Event
Align University - Pittsburgh, PA
September 22 - 23, 2026 | 7:00 AM (CST)9 hour durationLearn MoreAlign University is a two-day, in-person training event for advisors and teams using Redtail, Orion, or both. Come for one platform or come for both — you build the agenda around your technology and your goals.
All Events
Upcoming
Advisor Tech
Webinar
Orion Tech Feature Spotlight: Reporting Reimagined with Query Studio & Report AssistantJuly 30, 2026
11:00 AM (CST)1 hour durationWhat if finding the right data and building the perfect...
Wealth Management
Webinar
OPS New User Series: Advisor Portal BasicsAugust 5, 2026
1:00 PM (CST)1 hour durationJoin us for a 40-minute training session designed for new...
Advisor Tech
Webinar
Orion Tech Training Series - General NavigationAugust 6, 2026
2:00 PM (CST)1 hour durationReady to unleash the full potential of Orion Connect? Dive...On-Demand
Wealth Management
Webinar
Brinker New User Series: Proposals, New Accounts, Forms LibraryJuly 22, 2026
1:00 PM (CST)1 hour durationIn this 40-minute training session, you'll learn how the...
Wealth Management
Webinar
OCIO Training Series: Redtail CRMJuly 21, 2026
11:00 AM (CST)45 min durationReady to streamline your workflows by connecting Redtail and...
Advisor Tech
Webinar
Orion Tech Training Series - Client Portal FoundationsJuly 16, 2026
2:00 PM (CST)1 hour durationReady to unleash the full potential of Orion Connect? Dive...
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