Orion Tech New User Series Resources

Tech Training Webinars and Events

Business Line
Event Topic

Upcoming

1828

Advisor Tech

Webinar

Eclipse Trading Series: Trade Review, Submission, and Workflows
April 9, 2026
10:00 AM (CST)
1 hour duration
Ready to bring it all together and submit trades with...
Register
1828

Advisor Tech

Webinar

Orion Tech New User Series - Portfolio Audit, Queries, and Reporting
April 9, 2026
2:00 PM (CST)
1 hour duration
Ready to unleash the full potential of Orion Connect? Dive...
Register
1828

Advisor Tech

Webinar

Orion Tech New User Series - Enhancing Client Engagement
April 16, 2026
2:00 PM (CST)
1 hour duration
Ready to unleash the full potential of Orion Connect? Dive...
Register
1828

Advisor Tech

Orion Event

Eclipse University
April 16, 2026
2:00 PM (CST)
1 hour duration
Eclipse University is an immersive, in-person training...
Register
1828

Advisor Tech

Webinar

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

Advisor Tech

Orion Event

Align University - Minneapolis, MN
June 9 - 10, 2026
7:00 AM (CST)
9 hour duration
Align University is a two-day, in-person training event for...
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On-Demand

1828

Advisor Tech

Webinar

Orion Tech New User Series - General Navigation
April 2, 2026
2:00 PM (CST)
1 hour duration
Ready to unleash the full potential of Orion Connect? Dive...
Register
1828

Advisor Tech

Webinar

Eclipse Trading Series: Cash Management
April 2, 2026
10:00 AM (CST)
1 hour duration
Understanding how cash flows through Eclipse is essential to...
Register
1828

Advisor Tech

Webinar

Orion Tech Feature Spotlight: Strength in Oversight - Leveraging Orion Compliance
March 26, 2026
2:00 PM (CST)
1 hour duration
Is your compliance program ready for what’s next? Compliance...
Register

Using Redtail? We’ve got training resources available for you, too!

Check out our upcoming Redtail training webinars and see what’s in store:

View the Redtail Webinar Schedule
 

Redtail University 2026 

At Redtail University, you and our expert trainers work hand in hand to understand the ins and outs of your Redtail tech so you can transform it into the ultimate storytelling tool for your office.

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