GOALS WITHOUT ACTION ARE JUST DREAMS.

For me, the face time and ability to build deeper relationships offered at Ascent are so key to staying connected and feeling supported, and I am always grateful and excited to have the opportunity to network with other users and interact with Orion team members.

– Kathy Beers, Operations Analyst
Pinnacle Advisory Group

I left the Ascent conference feeling really inspired and excited to go back to my firm and leverage some of the newest features and integrations that I learned about.

– Kate Juelfs, Director of Operations/COO
Foster Group

I really like that I was able to meet one-on-one with my Orion Strategic Consultant Tricia, at Ascent. She was already very familiar with my firm and what initiatives we have going on and it gave me a great opportunity to discuss some things that I don’t usually have time for when I’m back at my office.

– Nicole Starzynski, Manager Technology and Operations
Fragasso Financial Advisors

At Ascent, the Orion team made me feel so supported in finding answers to the questions my team had, and I feel even more confident knowing about the additional solutions on the roadmap that were shared at the conference.

– Susan Bennett, Chief Operating Officer
Priority Financial Group