Nutshell
Orion
Transfer contacts, companies, deals, and more from Nutshell to Orion. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Nutshell to Orion migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
Simple pipeline and contact management
Nutshell is a modern CRM platform designed for small to medium-sized businesses, offering sales pipeline management, contact organization, and sales automation with integrated email marketing and web chat capabilities.
Four flexible pipeline views (List, Map, Chart, Board)
WealthTech platform for financial advisors
Orion Advisor Solutions is a comprehensive wealth technology platform that unifies portfolio management, financial planning, CRM, trading, and compliance tools for financial advisors. Following the acquisition of Redtail Technology, Orion offers the industry's most-adopted CRM deeply integrated with its full suite of advisor tools.
Industry's most-adopted CRM for financial advisors (via Redtail)
"WealthTech platform for financial advisors"
Orion Advisor Solutions is a comprehensive wealth technology platform that unifies portfolio management, financial planning, CRM, trading, and compliance tools for financial advisors. Following the acquisition of Redtail Technology, Orion offers the industry's most-adopted CRM deeply integrated with its full suite of advisor tools.
Ideal for: Financial advisors and RIAs seeking an integrated platform for portfolio management, financial planning, and client relationship management.
Industry's most-adopted CRM for financial advisors (via Redtail)
Integrated portfolio management, billing, and trading
Two-way Salesforce sync and Charles Schwab integration
Comprehensive compliance and reporting tools
Learn more at
orion.com
See exactly which data objects transfer from Nutshell to Orion
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Nutshell to Orion.
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Prefer email? talk@ambrstack.com
