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Orion’s Flagship Ascent Advisor Conference Set for Feb. 27 – Mar. 2, 2023, in Orlando

·3 min read

June 09, 2022--(BUSINESS WIRE)--MEDIA ADVISORY:

What:

Orion will host Ascent, its national advisor conference, from Feb. 27- Mar. 2, 2023, at the World Center Marriott in Orlando, Fla. The Ascent conference is Orion’s premier advisor event bringing together more than 1,500 top financial advisors, innovative fintech providers, broker-dealers and tech-forward enterprise firms for three days of valuable content, industry insights, and networking opportunities.

When:

Feb. 27- Mar. 2, 2023

Agenda-at-a-glance:

  • Mon. Feb. 27 – Arrivals and welcome networking reception

  • Tues. Feb. 28 – All day sessions

  • Wed. Mar. 1 – All day sessions and final night celebration

  • Thurs. Mar. 2 – Morning networking and departures

Where:

World Center Marriott, 8701 World Center Dr, Orlando, FL 32821

Who:

Ascent is open to all Orion advisor clients and technology users, including advisory firm owners and staff as well as enterprise firms and broker-dealers.

Why:

At Ascent, advisors will experience the intersection of advisor technology and wealth management and get exclusive access to industry thought leaders, continuing education, networking, and inspirational keynotes. The Ascent conference allows advisors to gain hands-on experience and discover the latest wealthtech solutions available to help strengthen client relationships, manage their investments, gain a competitive edge and build profitable businesses. Orion clients will have the chance to experience live demos, 1:1 training in the Orion tech lab, and meet with industry-leading portfolio strategists and asset managers.

Media Attendance: To request a media pass to attend Ascent, Feb. 27- Mar. 2, 2023, please contact Michele Steinmetz, Director of Corporate Communications, Orion, 215.817.5610, michele.steinmetz@orion.com.

Ascent Event Registration and Sponsorship Information: Interested attendees can visit the event website to sign up to receive ongoing event communication and to be notified when registration opens in the fall.

Ascent Event Website: https://ascent.orion.com/

About Orion Advisor Solutions

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, HiddenLevers, and BasisCode 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. With the addition of Redtail, the combined platform services more than $3 trillion in assets under administration. Prior to closing on Redtail, Orion served 4.7 million technology accounts and supported more than 2,300 independent advisory firms with $1.9 trillion in assets under administration and $60 billion of wealth management platform assets (as of March 31, 2022), making Orion the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses. Learn more at www.orion.com.

0933-OAS-5/26/2022

View source version on businesswire.com: https://www.businesswire.com/news/home/20220609005187/en/

Contacts

Michele Steinmetz

Director of Corporate Communications, Orion

215.817.5610

michele.steinmetz@orion.com