Orion
Apto
Transfer contacts, companies, deals, and more from Orion to Apto. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Apto 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)
Commercial real estate deal management
Apto is the leading CRM and deal management software for commercial real estate brokers, built on the Salesforce platform. It enables brokers to manage contacts, properties, listings, deals, and commissions with tools for prospecting, deal tracking, professional property websites, and comprehensive reporting.
Built on Salesforce for powerful CRM
"Commercial real estate deal management"
Apto is the leading CRM and deal management software for commercial real estate brokers, built on the Salesforce platform. It enables brokers to manage contacts, properties, listings, deals, and commissions with tools for prospecting, deal tracking, professional property websites, and comprehensive reporting.
Ideal for: Commercial real estate brokers seeking a user-friendly deal management platform with built-in property data and intuitive pipeline tracking.
Built on Salesforce for powerful CRM
Integrated property data and listing tools
Drag-and-drop deal pipeline management
Professional property websites with auto-population
Learn more at
apto.com
See exactly which data objects transfer from Orion to Apto
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Apto.
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