Orion Events

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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

Opperational Efficiency

Wealth Management

Webinar

Brinker New User Series: Proposals, New Accounts, Forms Library
August 27, 2025
1:00 PM (CST)
In this 40-minute training session, you'll learn how the...
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Opperational Efficiency

Advisor Tech

Webinar

Orion Feature Spotlight: The Performance Team Tells All
August 28, 2025
2:00 PM (CST)
Jumpstart your journey with Orion by joining our New User...
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Opperational Efficiency

Wealth Management

Webinar

OPS New User Series - Advisor Portal Basics
September 3, 2025
1:00 PM (CST)
Join us for a 40-minute training session designed for new...
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On-Demand

Opperational Efficiency

Advisor Tech

Webinar

Orion New User Series: Enhancing Client Engagement
August 21, 2025
2:00 PM (CST)
Jumpstart your journey with Orion by joining our New User...
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BeFi

Advisor Tech

Webinar

The Donor’s Mindset: Behavioral Science Behind Charitable Giving
August 20, 2025
12:00 PM (CST)
What truly motivates people to give? Join behavioral finance...
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Opperational Efficiency

Advisor Tech

Webinar

Orion New User Series: Portfolio Audit, Queries, and Reporting
August 14, 2025
2:00 PM (CST)
Jumpstart your journey with Orion by joining our New User...
Watch Now

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.