Orion Tech New User Series Resources

Tech Training Webinars and Events

Upcoming

1828

Wealth Management

Webinar

Brinker New User Series: Navigating the Advisor Portal
July 15, 2026
1:00 PM (CST)
1 hour duration
Join us for a 40-minute training session to enhance your use...
Register
1828

Advisor Tech

Webinar

Eclipse Trading Series: Trade Review, Submission, and Workflows
July 16, 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 Training Series - Client Portal Foundations
July 16, 2026
2:00 PM (CST)
1 hour duration
Ready to unleash the full potential of Orion Connect? Dive...
Register
1828

Wealth Management

Webinar

OCIO Training Series: Redtail CRM
July 21, 2026
11:00 AM (CST)
45 min duration
Ready to streamline your workflows by connecting Redtail and...
Register
1828

Wealth Management

Webinar

Brinker New User Series: Proposals, New Accounts, Forms Library
July 22, 2026
1:00 PM (CST)
1 hour duration
In this 40-minute training session, you'll learn how the...
Register
1828

Advisor Tech

Webinar

Orion Tech Feature Spotlight: Reporting Reimagined with Query Studio & Report Assistant
July 30, 2026
11:00 AM (CST)
1 hour duration
What if finding the right data and building the perfect...
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On-Demand

1828

Advisor Tech

Webinar

Orion Tech Training Series - Portfolio Audit, Queries, and Reporting
July 9, 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
July 9, 2026
10:00 AM (CST)
1 hour duration
Understanding how cash flows through Eclipse is essential to...
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

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