Orion
Luma Health
Transfer contacts, companies, activities, and more from Orion to Luma Health. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Luma Health 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)
Operational AI for healthcare patient engagement
Luma Health provides patient engagement solutions with its AI-native Patient Success Platform, offering automated scheduling, referral management, patient communication, and feedback management. It integrates with 70+ EHR systems and uses NLP and AI to streamline patient interactions and operational efficiency.
Integration with 70+ EHR and PM systems
"Operational AI for healthcare patient engagement"
Luma Health provides patient engagement solutions with its AI-native Patient Success Platform, offering automated scheduling, referral management, patient communication, and feedback management. It integrates with 70+ EHR systems and uses NLP and AI to streamline patient interactions and operational efficiency.
Ideal for: Health systems and medical practices seeking to automate patient engagement, scheduling, and communications with deep EHR integration.
Integration with 70+ EHR and PM systems
NLP and AI-assisted translation in 30+ languages
HIPAA-compliant appointment reminders
Automated waitlist and referral management
Learn more at
lumahealth.io
See exactly which data objects transfer from Orion to Luma Health
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Luma Health.
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