Orion
Cognism
Transfer contacts, companies, activities, and more from Orion to Cognism. 4 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Cognism 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)
Premium B2B data and intent intelligence
Cognism is a B2B sales intelligence platform that provides verified contact data, intent signals, and firmographic information. It enriches CRM records and delivers leads with compliance-first data access.
Premium verified contact database with direct dials
"Premium B2B data and intent intelligence"
Cognism is a B2B sales intelligence platform that provides verified contact data, intent signals, and firmographic information. It enriches CRM records and delivers leads with compliance-first data access.
Ideal for: B2B sales and marketing teams seeking premium verified contact data and real-time intent signals for prospect targeting.
Premium verified contact database with direct dials
Intent and technographic data for smart targeting
GDPR and CCPA compliant data access
Strong API for CRM integrations
Learn more at
cognism.com
See exactly which data objects transfer from Orion to Cognism
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Cognism.
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Prefer email? talk@ambrstack.com
