Orion
Funraise
Transfer contacts, activities, and more from Orion to Funraise. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Funraise 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)
Nonprofit fundraising platform with integrated CRM
Funraise is a comprehensive fundraising platform designed specifically for nonprofits, combining donor relationship management, donation page creation, campaign management, and communication tools. It enables nonprofits to manage donors, create fundraising campaigns, send targeted communications, and track giving history all in one platform.
Purpose-built for nonprofits with fundraising expertise
"Nonprofit fundraising platform with integrated CRM"
Funraise is a comprehensive fundraising platform designed specifically for nonprofits, combining donor relationship management, donation page creation, campaign management, and communication tools. It enables nonprofits to manage donors, create fundraising campaigns, send targeted communications, and track giving history all in one platform.
Ideal for: Nonprofits seeking an integrated platform for donor management, fundraising campaign creation, and targeted donor communications.
Purpose-built for nonprofits with fundraising expertise
Integrated donor CRM and fundraising tools
Customizable donation pages and campaign websites
Donor segmentation and targeted email/SMS campaigns
Learn more at
funraise.org
See exactly which data objects transfer from Orion to Funraise
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Funraise.
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