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Business Wire
4 days ago
- Business
- Business Wire
Orion Ascent 2026 to Rally 2,000+ Attendees Around the Relentless Pursuit of Excellence
OMAHA, Neb.--(BUSINESS WIRE)-- Orion, a premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, today announced the dates and location for Orion Ascent 2026, the financial industry's signature wealthtech event. This flagship gathering will be held February 24-27, 2026, at the San Diego Marriott Marquis, overlooking the iconic San Diego Bay. The Orion Ascent 2026 theme, Relentless, will spotlight the fierce commitment and drive that define today's top advisors, who tirelessly pursue investor success, lead through challenge and change, and passionately deliver excellence in every outcome. Named a Best Conference for Financial Advisors in 2025 1, Orion Ascent continues to set the standard for what an industry event can be, combining thought leadership, peer-driven insights, and hands-on technology training to help advisors meet rising investor expectations, scale their businesses efficiently, and stay ahead of change in an increasingly complex environment. 'Advisors show up every day with relentless drive—to serve clients with commitment, grow their businesses, and navigate constant change,' said Natalie Wolfsen, CEO of Orion. 'Ascent is our opportunity to celebrate that mindset and fuel it. We're bringing together a powerful community, practical tools, and bold ideas to help advisors push further, faster.' With more than 2,000 advisors, asset managers, fintech providers, and thought leaders expected to attend, Orion Ascent 2026 will deliver a dynamic mix of advisor-led sessions, CE credit opportunities, platform deep-dives, and roadmap previews—all designed to help advisors scale with purpose, stay ahead of investor expectations, and better leverage their tech stacks. Following the successful launch of role-based Community Groups at Ascent 2025, the 2026 event will once again bring together peer leaders—like COOs, CTOs, CCOs, and CIOs—for curated discussions and networking opportunities tailored to their unique challenges. These interactive groups received overwhelmingly positive feedback in 2025 from participants, who cited how much value the chance to exchange insights with their peers provided. 'Innovation is the heartbeat of everything we do at Orion,' said Reed Colley, President of Orion Advisor Tech. 'At Ascent 2026, advisors will discover powerful, actionable ways to harness our connected technology suite to drive transformation in their firms. Aligned with this year's Relentless theme, the event will empower advisors to streamline operations, scale personalization with AI, and enhance their ability to deliver exceptional client value, no matter how the market evolves.' Orion's Wealth Management advisors will benefit from a curated wealth management track, training opportunities on Orion platforms, and direct engagement with the firm's investment leadership and strategist partners. "This year's Relentless theme embodies the unyielding dedication that defines the best financial advisors,' said Ron Pruitt, President of Orion Wealth Management. 'In an environment where client expectations and market complexities continue to evolve, it's that relentless pursuit of excellence that helps advisors lead with clarity, resilience, and impact. At Ascent 2026, we'll spotlight the strategies, insights, and innovations that enable advisors to push boundaries, deliver lasting value, and drive better outcomes for their clients and businesses.' Orion serves 2,400 advisory firms and supports over 7.3 million technology accounts. Over the past decade, Orion Ascent has established itself as the industry's premier advisor event, bringing together nearly 2,000 top financial advisors, innovative fintech providers, wealth management leaders, broker-dealers and tech-forward enterprise technology firms for three days of valuable content, industry projections and networking. Agenda Preview Tuesday, February 24 – Arrivals, optional pre-conference sessions and welcome networking reception. This year's event will also feature a dedicated Elite networking experience on the afternoon of February 24, with more details to be announced soon. Wednesday, February 25 – All-day sessions Thursday, February 26 – All-day sessions and final night celebration Friday, February 27 – Morning networking and departures Sponsorships Interested in being a sponsor? Learn more here. Media Registration To request a media pass to attend Orion Ascent (complimentary registration; lodging and transportation not included; pass availability is limited), please email orion@ Ascent Event Registration Information Interested attendees can visit the event website. Registration will open up in September 2025. Ascent Event Website About Orion Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor's unique definition of financial success. Orion services $4.7 trillion in assets under administration and $98.6 billion of wealth management platform assets (as of March 31, 2025) and supports over 7.3 million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron's RIA firms 2 rely on Orion's technology to power their businesses and win for investors. Learn more at Wealth Management Assets Under Management include assets managed on a discretionary and non-discretionary basis by Orion Portfolio Solutions, LLC ("OPS") and TownSquare Capital, LLC ("TSC") on their proprietary platforms, assets in proprietary and third-party models made available through OPS's Communities platform, and assets in OPS's proprietary models managed on third-party platforms. 1 Source: 2 1679-U-25167
Yahoo
04-02-2025
- Business
- Yahoo
Orion Enhances its Unified, Flexible Advisor Platform with New Tech Upgrades
Latest updates, revealed at Orion's Ascent conference, include AI-powered meeting agendas, Redtail CRM, Advisor Trading and More OMAHA, Neb., February 04, 2025--(BUSINESS WIRE)--Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprises that serve them, announced today at Orion Ascent 2025 a series of key updates across its connected technology ecosystem. "This year's 'All In' theme at Ascent 2025 underscores the deep commitment financial advisors make every day—to their clients, their businesses and the advancement of the industry," said Reed Colley, President of Orion Advisor Technology. "Orion's latest technology enhancements to our unified, flexible ecosystem embody that same vision by delivering investor-centric technology that empowers advisors to grow their businesses and create lasting value for their clients." New AI Feature Streamlines Meeting Prep Today, Orion introduced AI-powered meeting agendas inside of Portfolio View, allowing advisors to create auto-generated meeting agendas. Leveraging portfolio analytics, financial planning, CRM notes, and the power of AI, this innovative feature streamlines the preparation process for advisors, enhancing efficiency in client meetings. Redtail Updates Boost Enterprise Efficiency and Improve Collaboration Orion's industry-leading Redtail CRM is launching three impactful updates in Q1 2025. First, firms can now reassign CRM ownership, supporting seamless transitions and consistent workflows. Second, the new Lightweight Enterprise Reporting feature allows large RIAs, aggregators, and broker-dealers to generate regulatory and compliance reports across multiple CRMs, paving the way for a future Enterprise Dashboard with full organizational oversight. The final new feature is secure third-party document sharing, enabling advisors to collaborate effectively with external stakeholders like CPAs and attorneys, simplifying document exchange and enhancing client satisfaction. Insights from Orion's 2025 Investor Survey informed this enhancement, showing that 42% of investors prefer their advisors closely coordinate with third-party professionals when specific issues arise, while 33% value close collaboration on all financial matters. Additionally, last month, Orion launched an early access environment for Redtail CRM users, giving them the opportunity to test and provide input on new features before full rollout—ensuring the solutions are shaped by those who use them most. Advisor Trading and Compliance Upgrades Streamline Workflows and Oversight Built on the powerful Eclipse trading and rebalancing platform, Advisor Trading offers streamlined workflows and easy-to-use features, now including household trading and asset category portfolio groupings. Upcoming enhancements in the first half of 2025 will introduce Advisor as Portfolio Manager (APM) trading, tax management capabilities, and an Insights Dashboard to automate workflows for identifying and submitting trade orders. "Orion Advisor Trading allows our portfolio managers to quickly and easily view the essential data they need to make portfolio decisions," said Mac Wilson, Director of Reporting & Performance of The Haverford Trust Company. "Having the ability to view and edit cash set asides and trading preferences in Portfolio View saves our portfolio managers time from having to pull this from Eclipse. They can easily place asset trades directly in Advisor Trading while still receiving the warnings they would expect to see in Eclipse." Orion also recently introduced Options Trading in Eclipse, empowering advisors to generate income through covered calls and protect against down markets with protective puts. The tool is fully customizable and scalable, allowing advisors to tailor strategies to any client need while executing trades securely through FIX protocol. Model Search & Comparison is a new offering for the Orion Advisor Portal which will be integrated across the Orion ecosystem. It brings Orion and advisor-created managed models together in one location for the advisor to view a customized, curated list of their models, along with all model information including performance and the ability to compare models for researching which models are right for their investor clients. Model Search & Comparison brings the Communities Orion Investment Portal and its best-in-class list of third-party managers and investment product opportunities to the advisor in a seamless, intuitive workflow. Orion Compliance continues to strengthen oversight capabilities for its top-ranked regtech solution. After listening to advisor feedback, Orion launched a powerful new enhancement to the Drift feature: registration-level tracking. Firms can now track risk and allocation drift with complete end-to-end workflow and reporting when a registration, household, or account drifts out of range, allowing firms to scale compliance more effectively. "With nearly half of advisors at least partially outsourcing compliance and about a quarter planning to increase their compliance technology investment in 2025, registration-level tracking allows firms to stay at the industry forefront and reduce conflicts of interest at scale," said Louis Giannini, Senior Director of Product Management at Orion. Continued Investment in Innovation to Help Advisors Thrive By investing 15% of its technology revenue back into research and development in 2025, Orion is committed to powering advisors' success. Next quarter, the company will launch an enhanced search feature that enables advisors to locate data across all Orion systems seamlessly. This functionality will initially debut in the Advisor Portal, specifically supporting new account opening. It empowers users to access information that resides in any connected system, streamlining workflows and enhancing efficiency. 0183-U-25022 About Orion Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor's unique definition of financial success. Orion services $4.9 trillion in assets under administration and $97.5 billion of wealth management platform assets (as of December 31, 2024) and supports over seven million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron's RIA firms1 rely on Orion's technology to power their businesses and win for investors. Learn more at 1 Source: 2024 Top 100 RIA Firms, Barron's, 2024. View source version on Contacts MEDIA CONTACTSOn Orion's behalf:StreetCred PRorion@ O'Dellnatalie@ Sign in to access your portfolio
