Orion Tech New User Series Resources

Tech Training Webinars

Business Line
Event Topic

Upcoming

1828

Advisor Tech

Webinar

Eclipse Trading Series: Trade Review, Submission, and Workflows
April 9, 2026
10:00 AM (CST)
1 hour duration
Ready to bring it all together and submit trades with...
Register

On-Demand

1828

Advisor Tech

Webinar

Orion Tech New User Series - Portfolio Audit, Queries, and Reporting
December 11, 2025
2:00 PM (CST)
1 hour duration
Ready to unleash the full potential of Orion Connect? Dive...
Register
1828

Advisor Tech

Webinar

The Billing Survival Guide: Fee File Fundamentals
December 9, 2025
11:00 AM (CST)
1 hour duration
Don’t miss the part two of our Billing Survival Guide series...
Register
1828

Advisor Tech

Webinar

Orion Tech New User Series - General Navigation
December 4, 2025
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