Orion Tech New User Series Resources

Tech Training Webinars and Events

Upcoming

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

On-Demand

1828

Advisor Tech

Webinar

Orion Tech Feature Spotlight - Reconciliation Clarity at Last
May 28, 2026
2:00 PM (CST)
1 hour duration
Join us for this month’s Feature Spotlight, a session...
Register
1828

Advisor Tech

Webinar

Orion Tech New User Series - Client Portal Foundations
May 21, 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
May 14, 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