Orion
Centerbase
Transfer contacts, companies, activities, and more from Orion to Centerbase. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Centerbase 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)
Powerful legal practice management software
Cloud-based legal practice management software built for mid-sized law firms. Provides comprehensive tools for firm management, accounting, CRM, billing, document management, timekeeping, and advanced workflow automation.
Highly customizable workflows for firm-specific needs
"Powerful legal practice management software"
Cloud-based legal practice management software built for mid-sized law firms. Provides comprehensive tools for firm management, accounting, CRM, billing, document management, timekeeping, and advanced workflow automation.
Ideal for: Mid-sized law firms seeking highly customizable practice management with advanced workflow automation.
Highly customizable workflows for firm-specific needs
Advanced accounting with three-way reconciliation
Integrated document management
Mobile app for on-the-go management
Learn more at
centerbase.com
See exactly which data objects transfer from Orion to Centerbase
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Centerbase.
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