Orion
Eaglesoft
Transfer contacts, activities, and more from Orion to Eaglesoft. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Eaglesoft 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)
Comprehensive Dental Practice Management
Eaglesoft is an on-premise dental practice management system from Patterson Dental designed for dental practitioners. It includes clinical charting, patient scheduling, imaging, billing, and accounting applications.
30+ years of proven dental industry experience
"Comprehensive Dental Practice Management"
Eaglesoft is an on-premise dental practice management system from Patterson Dental designed for dental practitioners. It includes clinical charting, patient scheduling, imaging, billing, and accounting applications.
Ideal for: Dental practices of all sizes seeking comprehensive practice management and clinical documentation.
30+ years of proven dental industry experience
Seamless digital imaging and charting integration
Automated billing and insurance claims processing
Integration with 50+ dental technologies
Learn more at
carestreamdental.com
See exactly which data objects transfer from Orion to Eaglesoft
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Eaglesoft.
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