Orion Tech New User Series Resources

Tech Training Webinars

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On-Demand

Opperational Efficiency

Advisor Tech

Webinar

Client Experience & Operational Excellence: The Power of Technology in Wealth Management

June 10 - 10, 2025
12:00 PM (CST)

1 hour duration

Achieving operational excellence while delivering an...

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Opperational Efficiency

Advisor Tech

Webinar

Unlocking the Power of Eclipse: A Guided Tour of Orion's Trading Platform

May 22, 2025
2:00 PM (CST)

Jumpstart your journey with Orion by joining our New User...

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Opperational Efficiency

Advisor Tech

Webinar

Redtail Early Access – See and Help Shape the Future of Redtail

May 14, 2025
12:00 PM (CST)

Change is a fact of life. Things change; processes change...

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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 2025

At Redtail University, you and our expert trainers work hand-in-hand to understand the ins and outs of your Redtail tech so that you can transform it into the ultimate storytelling tool for your office.