Orion
Emarsys
Transfer contacts, activities, and more from Orion to Emarsys. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Emarsys 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)
Omnichannel Customer Engagement Platform
SAP Emarsys is an AI-driven omnichannel customer engagement platform empowering marketers to build, launch, and scale personalized marketing campaigns. It delivers contextual messages across email, SMS, mobile, web, and digital ads.
AI-powered personalization and real-time marketing
"Omnichannel Customer Engagement Platform"
SAP Emarsys is an AI-driven omnichannel customer engagement platform empowering marketers to build, launch, and scale personalized marketing campaigns. It delivers contextual messages across email, SMS, mobile, web, and digital ads.
Ideal for: B2C organizations seeking AI-powered omnichannel marketing and customer engagement at scale.
AI-powered personalization and real-time marketing
100+ pre-built tactics for quick campaign deployment
Comprehensive omnichannel reach across all platforms
Advanced segmentation and behavioral triggers
Learn more at
emarsys.com
See exactly which data objects transfer from Orion to Emarsys
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Emarsys.
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