Orion
Highrise
Transfer contacts, companies, deals, and more from Orion to Highrise. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Highrise 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)
Simple CRM for small businesses
Highrise is a simple CRM built by 37signals (Basecamp) for small businesses to track contacts, manage follow-ups, and grow their business. Launched in 2007, it is no longer accepting new signups but continues to serve existing customers with secure, reliable service.
Extremely simple and intuitive interface
"Simple CRM for small businesses"
Highrise is a simple CRM built by 37signals (Basecamp) for small businesses to track contacts, manage follow-ups, and grow their business. Launched in 2007, it is no longer accepting new signups but continues to serve existing customers with secure, reliable service.
Ideal for: Existing Highrise users seeking a simple, no-frills CRM for contact management and follow-up tracking without complex features.
Extremely simple and intuitive interface
Email dropbox for automatic contact logging
Robust task and follow-up management
Multiple third-party integrations via Zapier
Learn more at
highrisehq.com
See exactly which data objects transfer from Orion to Highrise
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Highrise.
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Prefer email? talk@ambrstack.com
