Best apps like Orion Events

9+ similar apps compared and reviewed

4.1 avg rating
9 free apps
Updated July 2026

Looking for something like Orion Events? We've analyzed 9+ similar apps to help you find the best alternative. Each app is compared by ratings, features, and real user reviews, so you can make the right choice.

Top Alternatives to Orion Events

Envestnet Elevate#2

Envestnet Elevate by Envestnet Financial Technologies, Inc.

Strong Contender
💼 Business
5.0(2 ratings)
Free
Envestnet Elevate screenshot 1
Envestnet Elevate screenshot 2
Envestnet Elevate screenshot 3
Envestnet Elevate screenshot 4
Envestnet Elevate screenshot 5

This event app connects wealth management professionals for networking, training, and insights. Access your personalized agenda, browse profiles, participate in live sessions, and connect with other attendees. It's designed for registered participants of the Envestnet Elevate conference.

More apps like Orion Events

4
Redtail Speak
Redtail Speak
Redtail Speak
by Redtail Technology, Inc.
Free

This app provides a secure and compliant platform for financial advisors to text message clients and collaborate with staff. It offers real-time communication, automatic archiving, and integration with CRM systems for enhanced client relationships and team efficiency.

Compliant client textingReal-time staff collaborationSearchable message archiving
💼 Business
(18)
ad-supported
5
Fearless Investing Summit
Fearless Investing Summit
Fearless Investing Summit
by Riskalyze, Inc.
Free

Connect with hundreds of investment professionals and explore the newest trends in financial advice and technology. This event app provides access to the latest agenda, speaker information, venue maps, and networking tools.

Networking opportunitiesLatest agenda accessSpeaker list
💼 Business
(18)
free
6
Future Proof Leaders Retreat
Future Proof Leaders Retreat
Future Proof Leaders Retreat
Future Proof Retreat 2025 App
Free
💼 Business
(0)
7
Osaic Events
Osaic Events
Osaic Events
by Osaic, Inc.
Free

This app helps independent financial professionals maximize their experience at Osaic's meetings and events. Access and personalize agendas, network with peers, and find educational content tailored to your business.

Customize meeting agendasConnect with colleaguesAccess continuing education content
💼 Business
(3)
free
8
Redtail CRM
Redtail CRM
Redtail CRM
by Redtail Technology, Inc.
Free

Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.

Access client contact informationManage calendar and schedule activitiesView and edit contact details
💼 Business
(675)
free with in-app purchases
9
Zocks
Zocks
Zocks
by Zocks Communications, Inc.
Free

Streamline your financial advisory work with an AI assistant. Automate meeting preparation, documentation, and follow-up tasks directly from your mobile device. Focus more on client relationships and less on administrative burdens.

AI-generated meeting prep notesCRM and email data integrationOne-tap voice recording
💼 Business
(27)
free