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Locations & Events

In 2018, You Met Us in Miami--Now We're Coming to You!

In 2019 Orion is teaming up with some of our amazing partners to bring you targeted platform training all across the country.  This year, you’ll have even more opportunities to discover how you can innovate, disrupt and win by taking part in personalized product training, building your local network and having some fun along the way.

Launch Events

If you’ve just completed your Orion onboarding and are looking for a hands-on way to learn everything you need to thrive in your new portfolio management system, ask your onboarding manager about attending an upcoming Launch event at our headquarters in Omaha, Nebraska. We hope to see you there!

Who Should Attend: New Orion Users who’ve recently completed their critical onboarding steps.

Orion Tech Lab

Sign up for an hour-long, one-on-one appointment with one of our Strategic Consultants or Trading Experts to get your Orion questions answered.  You’ll also get the chance to stick around for our afternoon group session, where we will take you through our 2019 Development Roadmap.

Who Should Attend: Orion users looking for specific hands-on insight to take back to their firm.

Ascent on the Road & FUSE

By attending one of our upcoming Ascent events, you’ll have the opportunity to dive deeper into the details of our Development Roadmap and learn how you can build a best-in-class tech stack–without traveling too far from home.  Along the way, you’ll also find us hosting mini hackathons with our partners.

Who Should Attend: Any advisor looking to see how they can leverage Orion and take advantage of our key integration partners.