Orion Events

Join us at one of our events.

1828

Event

Align University - Minneapolis, MN

June 9 - 10, 2026 | 7:00 AM (CST)
9 hour duration

Align University is a two-day, in-person training event for advisors and teams using Redtail, Orion, or both. Come for one platform or come for both — you build the agenda around your technology and your goals.

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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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All Events

All Events

Upcoming

1828

Advisor Tech

Webinar

Orion Tech New User Series - Client Portal Foundations
May 21, 2026
2:00 PM (CST)
1 hour duration
Ready to unleash the full potential of Orion Connect? Dive...
Register
1828

Wealth Management

Webinar

OCIO Training Series: Redtail CRM
May 26, 2026
11:00 AM (CST)
45 min duration
Ready to streamline your workflows by connecting Redtail and...
Register
1828

Advisor Tech

Webinar

Orion Tech Feature Spotlight - Reconciliation Clarity at Last
May 28, 2026
2:00 PM (CST)
1 hour duration
Join us for this month’s Feature Spotlight, a session...
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On-Demand

1828

Wealth Management

Webinar

OCIO Training Series: Client Portal and Orion Planning
May 19, 2026
11:00 AM (CST)
45 min duration
Ready to transform how your clients engage with their...
Register
1828

Advisor Tech

Webinar

Orion Tech New User Series - Portfolio Audit + Queries & Reporting
May 14, 2026
2:00 PM (CST)
1 hour duration
Ready to unleash the full potential of Orion Connect? Dive...
Register
1828

Wealth Management

Webinar

OPS New User Series: Client Overview, Trading, and Model Search and Compare
May 13, 2026
1:00 PM (CST)
1 hour duration
Join us for a 40-minute training session designed to help...
Register

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, 2026. Orion holds the #1 market share for CRM, Portfolio Management/Reporting Tools, and All-In-One Software. Orion also ranks in the Top 3 for Trading and Rebalancing, TAMP, and Risk Intelligence.