Orion
Giveffect
Transfer contacts, companies, activities, and more from Orion to Giveffect. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Giveffect 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)
10-in-1 nonprofit management software
Giveffect is a cloud-based nonprofit management platform that combines CRM, fundraising, volunteer management, event management, marketing, and automation in one integrated system. It eliminates manual data entry by connecting all aspects of nonprofit operations into a single, intelligent platform.
10-in-1 integrated platform for comprehensive nonprofit management
"10-in-1 nonprofit management software"
Giveffect is a cloud-based nonprofit management platform that combines CRM, fundraising, volunteer management, event management, marketing, and automation in one integrated system. It eliminates manual data entry by connecting all aspects of nonprofit operations into a single, intelligent platform.
Ideal for: Medium to large nonprofits seeking an all-in-one platform to manage donors, volunteers, events, and marketing with intelligent automation.
10-in-1 integrated platform for comprehensive nonprofit management
Smart automation that eliminates manual data entry
Built-in volunteer management with scheduling and tracking
Custom-branded donation pages with multiple payment methods
Learn more at
giveffect.com
See exactly which data objects transfer from Orion to Giveffect
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Giveffect.
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