Orion
DonorDock
Transfer contacts, companies, activities, and more from Orion to DonorDock. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to DonorDock 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)
Donor management made simple
DonorDock is a nonprofit CRM platform designed specifically for small and medium-sized nonprofits to manage fundraising efforts, track donations, and maintain donor relationships. Founded in 2017, it provides features for fundraising, online giving, email marketing, gift tracking, and membership management.
Affordable pricing for small nonprofits
"Donor management made simple"
DonorDock is a nonprofit CRM platform designed specifically for small and medium-sized nonprofits to manage fundraising efforts, track donations, and maintain donor relationships. Founded in 2017, it provides features for fundraising, online giving, email marketing, gift tracking, and membership management.
Ideal for: Small to medium-sized nonprofits seeking affordable and easy-to-use donor management and fundraising solutions.
Affordable pricing for small nonprofits
Easiest to use nonprofit CRM (G2 rated)
Comprehensive donor tracking
Email marketing integration
Learn more at
donordock.com
See exactly which data objects transfer from Orion to DonorDock
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to DonorDock.
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Prefer email? talk@ambrstack.com
