Orion Tech New User Series Resources

Tech Training Webinars and Events

Upcoming

1828

Wealth Management

Webinar

Brinker New User Series: Proposals, New Accounts, Forms Library
August 26, 2026
1:00 PM (CST)
1 hour duration
In this 40-minute training session, you'll learn how the...
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1828

Wealth Management

Webinar

OPS New User Series: Advisor Portal Basics
September 2, 2026
1:00 PM (CST)
1 hour duration
Join us for a 40-minute training session designed for new...
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1828

Wealth Management

Webinar

OCIO Training Series: From Portfolio Construction to Client Conversations
September 8, 2026
11:00 AM (CST)
45 min duration
Join our OCIO (Outsourced Chief Investment Officer) Training...
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1828

Wealth Management

Webinar

OPS New User Series: Client Overview, Trading, and Model Search and Compare
September 9, 2026
1:00 PM (CST)
1 hour duration
Join us for a 40-minute training session designed to help...
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1828

Wealth Management

Webinar

Brinker New User Series: Navigating the Advisor Portal
September 16, 2026
1:00 PM (CST)
1 hour duration
Join us for a 40-minute training session to enhance your use...
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1828

Advisor Tech

Orion Event

Align University - Pittsburgh, PA
September 22 - 23, 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 Training Series - Client Portal Foundations
August 20, 2026
2:00 PM (CST)
1 hour duration
Ready to unleash the full potential of Orion Connect? Dive...
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Orion AI Roadmap Webinar

Advisor Tech

Webinar

Orion AI Roadmap: How Denali AI Is Bringing Intelligence Into Every Advisor Workflow
August 19, 2026
1:00 PM (CST)
1 hour duration
AI should not be another tool advisors have to manage. It...
Register
1828

Advisor Tech

Webinar

Orion Tech Training Series - Portfolio Audit, Queries, and Reporting
August 13, 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:

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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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