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Orion Events
Join us at one of our events.
Event
Orion Ascent 2026
February 24 - 27, 2026 | 12:00 PM (CST)Learn MoreImmerse 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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Upcoming
Wealth Management
Webinar
OCIO Training Series: From Portfolio Construction to Client ConversationsAugust 25, 2026
11:00 AM (CST)45 min durationJoin our OCIO (Outsourced Chief Investment Officer) Training...
Wealth Management
Webinar
Brinker New User Series: Proposals, New Accounts, Forms LibraryAugust 26, 2026
1:00 PM (CST)1 hour durationIn this 40-minute training session, you'll learn how the...
Wealth Management
Webinar
OPS New User Series: Advisor Portal BasicsSeptember 2, 2026
1:00 PM (CST)1 hour durationJoin us for a 40-minute training session designed for new...On-Demand
Wealth Management
Webinar
OPS New User Series: Advisor Portal BasicsAugust 5, 2026
1:00 PM (CST)1 hour durationJoin us for a 40-minute training session designed for new...
Advisor Tech
Webinar
Orion Tech Feature Spotlight: Reporting Reimagined with Query Studio and Report AssistantJuly 30, 2026
11:00 AM (CST)1 hour durationWhat if finding the right data and building the perfect...
Wealth Management
Webinar
Advisor Portal Enhancements: OPS & Brinker Capital1 hour durationJoin us for a focused look at the latest Advisor Portal...
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