Orion Events

Join us at one of our events.

Orion Ascent 2025

Event

Orion Ascent 2026

February 24 - 27, 2026 | 12:00 PM (CST)

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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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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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...
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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...
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Opperational Efficiency

Advisor Tech

Webinar

Orion New User Series: Enhancing Client Engagement
May 15, 2025
2:00 PM (CST)
Jumpstart your journey with Orion by joining our New User...
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On-Demand

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...
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Event

Advisor Tech

Webinar

Q2 2025 OCIO Advisor Call
April 30, 2025
12:00 PM (CST)
Join us for our latest OCIO Advisor Webinar , where our...
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Event

Advisor Tech

Webinar

Reclaim 15+ Hours Weekly with Al-Powered Notetaking & Automation for Redtail
April 29, 2025
1:00 PM (CST)
Are you looking for a smarter, faster way to manage client...
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Tech That Powers Your Success

See why Orion is one of the top All-in-One Software Programs used by Advisors!1

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¹Source: T3/Inside Information Advisor Software Survey, 2025. Orion holds the #1 market share for CRM, Portfolio Management/Reporting Tools, and Portfolio Design Solutions. Orion also ranks in the Top 3 for All-In-One Software, Trading and Rebalancing, TAMP, and Risk Intelligence.