Orion Advisor Services Announces Inaugural Ascent Conference, Will Provide Three Full Days of Training and Industry Insights

Orion Advisor Services Announces Inaugural Ascent Conference, Will Provide Three Full Days of Training and Industry Insights

Orion Advisor Services, LLC (“Orion”), a premier portfolio accounting service provider for advisors, announced it is hosting the first ever Ascent conference. The goal of the conference is to provide advisors with industry education, networking and training on the Orion platform. The conference is open to all 1,000 plus Orion advisor clients and will take place September 18-20, 2017 in Scottsdale, Arizona.

Ascent’s keynote speaker, Hilaree O’Neill. O’Neill, is the first woman to summit Mt. Everest and its neighbor peak Lhotse (fourth highest mountain in the world) in a 24-hour period. She is also a former World Extreme Ski Champion, an expedition leader, Ironman triathlete and ultramarathon runner. O’Neill is truly a modern day adventurer in every sense of the word.

The Ascent conference will provide a collaborative learning experience, centered on strengthening the partner relationship. Advisory teams will have the opportunity to learn and understand the Orion platform and have access to Orion Subject Matter Experts. The training sessions will focus on the core areas of advisor’s business, including performance reporting, billing, trading, integrations, new account processing and compliance. In addition, Orion’s Ascent conference has a specific learning trail for an advisory firm’s IT development staff supporting customized development offerings on top of Orion’s API suite.


Multiple conference Learning Trails will help attendees to maximize their time at Ascent. Each Learning Trail will provide attendees with the opportunity to become well versed in implementing key Orion value-adds to improve the advisor-client experience. Attendees can also personalize Learning Trails by selecting various learning sessions based on their interest, and each attendee has the opportunity to become Orion Ascent Certified after completing certain Trails, which will help advisory teams to:

  • Share feedback with members of Orion’s executive team
  • Improve technical skills on the Orion platform
  • Learn from Orion’s training team members and Subject Matter Experts
  • Network and share best practices with advisory firm peers
  • Interact with leading Orion integration partners
  • Customize development code with Orion’s development team and API suite

“We are excited to directly engage our advisors with our Subject Matter Experts and directly learn from some of the nation’s top advisory firms,” said Orion CEO Eric Clarke. “Because Orion is the foundation upon which many firms build out their technology and client service interface, our objective is to ensure that advisors are both maximizing efficiency and creating an outstanding client experience.”

Ascent takes place at the Westin Kierland Resort and Spa. For more information on Ascent visit Ascent2017.com.


Orion Advisor Services, LLC (Orion) is a portfolio accounting service provider for advisors. The firm was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides integrated and fully customizable technology solutions that help advisors grow their businesses over the long term. The firm’s technology solutions empower more than 1,000 firms, with a total of $450 billion in AUA and over 1.5 million accounts. Learn more at www.OrionAdvisor.com

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