Orion
Listrak
Transfer contacts, activities, and more from Orion to Listrak. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Listrak 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)
Person-first marketing automation platform
Listrak is a digital marketing automation platform that seamlessly integrates data, identity, and cross-channel messaging to power hyper-personalized customer experiences. Built for leading retailers and brands, it offers email marketing, SMS, push notifications, and behavioral tracking to drive customer engagement and revenue.
Cross-channel marketing (email, SMS, push notifications)
"Person-first marketing automation platform"
Listrak is a digital marketing automation platform that seamlessly integrates data, identity, and cross-channel messaging to power hyper-personalized customer experiences. Built for leading retailers and brands, it offers email marketing, SMS, push notifications, and behavioral tracking to drive customer engagement and revenue.
Ideal for: Omnichannel retailers and brands seeking advanced email, SMS, and push notification marketing with AI-powered personalization and cross-channel orchestration.
Cross-channel marketing (email, SMS, push notifications)
AI-powered recommendations and predictive segmentation
Identity resolution and customer data unification
First to launch RCS marketing in the US
Learn more at
listrak.com
See exactly which data objects transfer from Orion to Listrak
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Listrak.
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