Orion
Doctoralia
Transfer contacts, companies, activities, and more from Orion to Doctoralia. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Doctoralia 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)
Making healthcare more human
Doctoralia is a global online healthcare platform connecting patients with healthcare professionals, offering appointment scheduling, ratings, and a comprehensive CRM system for clinics. Part of DocPlanner Group, it serves 55 million patients across 13 countries with features including teleconsultations, digital prescriptions, and electronic medical records.
Advanced CRM for clinic centers
"Making healthcare more human"
Doctoralia is a global online healthcare platform connecting patients with healthcare professionals, offering appointment scheduling, ratings, and a comprehensive CRM system for clinics. Part of DocPlanner Group, it serves 55 million patients across 13 countries with features including teleconsultations, digital prescriptions, and electronic medical records.
Ideal for: Healthcare facilities and practitioners seeking to optimize patient management and clinic operations at scale.
Advanced CRM for clinic centers
Teleconsultation capabilities
Electronic medical records
Multi-channel patient communication
Learn more at
doctoralia.com
See exactly which data objects transfer from Orion to Doctoralia
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Doctoralia.
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