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
September 23, 2026
1:00 PM (CST)
1 hour duration
In this 40-minute training session, you'll learn how the...
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On-Demand

1828

Advisor Tech

Webinar

Orion Tech Training Series - General Navigation
August 6, 2026
2:00 PM (CST)
1 hour duration
Ready to unleash the full potential of Orion Connect? Dive...
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1828

Advisor Tech

Webinar

Orion Tech Feature Spotlight: Reporting Reimagined with Query Studio and 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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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

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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