Orion
GiveSmart
Transfer contacts, companies, activities, and more from Orion to GiveSmart. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to GiveSmart 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)
Fundraising software for nonprofits
GiveSmart by Momentive Software is a comprehensive fundraising platform that combines event management, mobile bidding, auctions, peer-to-peer campaigns, text-to-give, and donor management. It streamlines fundraising workflows with direct CRM integrations and automated donor tracking.
Comprehensive event and auction management
"Fundraising software for nonprofits"
GiveSmart by Momentive Software is a comprehensive fundraising platform that combines event management, mobile bidding, auctions, peer-to-peer campaigns, text-to-give, and donor management. It streamlines fundraising workflows with direct CRM integrations and automated donor tracking.
Ideal for: Nonprofits and schools seeking a unified platform for event fundraising, auctions, donor management, and automated follow-up.
Comprehensive event and auction management
Mobile bidding and text-to-give capabilities
Direct Salesforce and Raiser's Edge integrations
Peer-to-peer fundraising tools
Learn more at
givesmart.com
See exactly which data objects transfer from Orion to GiveSmart
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to GiveSmart.
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