Orion Tech New User Series Resources

Tech Training Webinars and Events

Upcoming

1828

Advisor Tech

Webinar

Eclipse Trading Series: Creating Security Sets and Building Models
June 25, 2026
10:00 AM (CST)
1 hour duration
Ready to turn strategy into structure? This session walks...
Register
1828

Wealth Management

Webinar

OCIO Training Series: Redtail CRM
June 30, 2026
11:00 AM (CST)
45 min duration
Ready to streamline your workflows by connecting Redtail and...
Register
Opperational Efficiency

Advisor Tech

Webinar

How Advisors Use AI to Grow Their Firm
June 30, 2026
12:00 PM (CST)
AI is already changing how the best advisors run their firms...
Register
1828

Wealth Management

Webinar

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

Advisor Tech

Webinar

Eclipse Trading Series: Trade Tools
July 2, 2026
10:00 AM (CST)
1 hour duration
Every trading scenario calls for a different approach, and...
Register
1828

Advisor Tech

Webinar

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

On-Demand

1828

Advisor Tech

Webinar

Orion Tech Training Series - Client Portal Foundations
June 18, 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: Preferences
June 18, 2026
10:00 AM (CST)
1 hour duration
Ever wonder why two accounts behave differently in Eclipse...
Register
1828

Advisor Tech

Webinar

Orion Tech Training Series - Portfolio Audit, Queries, and Reporting
June 11, 2026
2:00 PM (CST)
1 hour duration
Ready to unleash the full potential of Orion Connect? Dive...
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.

Learn More