Orion
Airtable
Transfer contacts, companies, deals, and more from Orion to Airtable. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Airtable 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
Prefer email? talk@ambrstack.com
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)
Democratize software creation
Airtable is a flexible cloud collaboration platform that combines spreadsheet and database functionality, allowing teams to build custom CRM applications without coding. It offers customizable views, automation capabilities, and extensive integrations.
Highly flexible spreadsheet-database hybrid interface
"Democratize software creation"
Airtable is a flexible cloud collaboration platform that combines spreadsheet and database functionality, allowing teams to build custom CRM applications without coding. It offers customizable views, automation capabilities, and extensive integrations.
Ideal for: Teams seeking a highly customizable, no-code platform to build tailored CRM workflows with flexible views and powerful automation capabilities.
Highly flexible spreadsheet-database hybrid interface
Multiple view options (Grid, Kanban, Calendar, Gallery)
AI-powered Cobuilder for instant app creation
Extensive automation and integration ecosystem
Learn more at
airtable.com
See exactly which data objects transfer from Orion to Airtable
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Airtable.
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Prefer email? talk@ambrstack.com
