Orion Tech New User Series Resources

Tech Training Webinars

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Upcoming

1828

Advisor Tech

Webinar

Orion Tech New User Series - Portfolio Audit, Queries, Reporting
March 12, 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: Creating Security Sets and Building Models
March 19, 2026
10:00 AM (CST)
1 hour duration
Ready to turn strategy into structure? This session walks...
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1828

Advisor Tech

Webinar

Orion Tech New User Series - Enhancing Client Engagement
March 19, 2026
2:00 PM (CST)
1 hour duration
Ready to unleash the full potential of Orion Connect? Dive...
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On-Demand

1828

Advisor Tech

Webinar

Orion Tech Feature Spotlight: Orion Connect + Redtail CRM
January 29, 2026
2:00 PM (CST)
1 hour duration
Ready to supercharge your firm’s workflow? Join us for an...
Register
1828

Advisor Tech

Webinar

Orion Tech New User Series - Enhancing Client Engagement
January 22, 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 - Portfolio Audit + Queries & Reporting
January 15, 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.

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