Orion Tech New User Series Resources

Tech Training Webinars and Events

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Event Topic

Upcoming

1828

Advisor Tech

Webinar

Advisor Trading: Building Advisor Driven Workflows in Eclipse
September 17, 2026
11:00 AM (CST)
1 hour duration
Ready to give advisors more control without sacrificing...
Register
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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1828

Advisor Tech

Webinar

Orion Tech Training - Q3 New Release Recap
October 1, 2026
2:00 PM (CST)
1 hour duration
Join us for the Q3 New Release Recap, a session designed to...
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1828

Advisor Tech

Orion Event

Align University - Phoenix, AZ
November 10 - 11, 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 - Eclipse Overview
September 10, 2026
11:00 AM (CST)
1 hour duration
Build a strong foundation in Eclipse by learning how the...
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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

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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