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Orion Ascent 2026

February 24, 2026 - February 27, 2026

San Diego, CA
United States

Immerse yourself in 3 days jam-packed with advisor and expert-led education; hands-on workshops; time to truly connect with peers, partners, and prospects; fantastic food and entertainment, and so much more.

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2655-OAS-Ascent-9/22/2023

All Events

Upcoming

Event

Advisor Tech

Webinar

Proactive Client Engagement with GReminders + Redtail
May 13, 2025
2:00 PM (CST)
Clients expect their advisors to be proactive, yet many...
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...
Event

Advisor Tech

Webinar

Summer of CE: The Psychology of Direct Indexing
May 15, 2025
1:00 PM (CST)
Delve into the world of custom indexing and unlock the...

On-Demand

Opperational Efficiency

Advisor Tech

Webinar

Orion New User Series: Portfolio Audit, Queries, and Reporting
May 8, 2025
2:00 PM (CST)
Jumpstart your journey with Orion by joining our New User...
Event

Advisor Tech

Webinar

Tech in 10: Compliance Made Easy with Orion
May 8, 2025
1:00 PM (CST)
Staying compliant doesn’t have to be complicated. In just 10...
Event

Webinar

Elevate Your High Net Worth Client Experience: The Future of Advisory Technology
April 30, 2025
1:00 PM (CST)
As the needs of high-net-worth (HNW) investors evolve, so...

Tech That Powers Your Success

See why Orion is the #1 All-in-One Software Program used by Advisors!1

¹Source: T3 Inside Information Software Survey, 2022. Orion has #1 Market Share for All-In-One Software Programs.