Orion
kvCORE
Transfer contacts, deals, activities, and more from Orion to kvCORE. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to kvCORE 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)
All-in-one real estate platform for agents and brokerages
kvCORE is a cloud-based real estate CRM and marketing platform by Inside Real Estate, offering lead generation, IDX websites, AI-driven behavioral automation, and marketing tools. The platform has evolved into BoldTrail and serves individual agents, teams, brokerages, and large companies.
AI-driven behavioral automation engaging 5-10x more leads
"All-in-one real estate platform for agents and brokerages"
kvCORE is a cloud-based real estate CRM and marketing platform by Inside Real Estate, offering lead generation, IDX websites, AI-driven behavioral automation, and marketing tools. The platform has evolved into BoldTrail and serves individual agents, teams, brokerages, and large companies.
Ideal for: Real estate agents, teams, and brokerages seeking comprehensive lead generation, IDX websites, and AI-powered follow-up automation.
AI-driven behavioral automation engaging 5-10x more leads
Customizable IDX websites with mobile search app
Free lead generation tools and property alerts
Integration with DocuSign, Dotloop, SkySlope
Learn more at
insiderealestate.com
See exactly which data objects transfer from Orion to kvCORE
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to kvCORE.
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