Orion
Agent Legend
Transfer contacts, activities, and more from Orion to Agent Legend. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Agent Legend 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
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)
Lead management for real estate pros
Agent Legend is an online lead management and automation platform designed for real estate agents and mortgage professionals. It provides automated voicemail, SMS, and email campaigns, lead intelligence scoring, and customizable workflows to convert prospects into clients and nurture long-term relationships.
Multi-channel automation (voicemail, SMS, email, letters)
"Lead management for real estate pros"
Agent Legend is an online lead management and automation platform designed for real estate agents and mortgage professionals. It provides automated voicemail, SMS, and email campaigns, lead intelligence scoring, and customizable workflows to convert prospects into clients and nurture long-term relationships.
Ideal for: Real estate agents seeking automated multi-channel lead follow-up with behavioral intelligence
Multi-channel automation (voicemail, SMS, email, letters)
Pre-built campaign templates from top professionals
AI-powered lead intelligence and opportunity finder
Saves average 19.7 hours per month per user
Learn more at
agentlegend.com
See exactly which data objects transfer from Orion to Agent Legend
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Agent Legend.
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