Orion
Mailchimp
Transfer contacts, and more from Orion to Mailchimp. 3 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Mailchimp 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
Prefer email? talk@ambrstack.com
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)
Marketing automation that moves you forward
Mailchimp is an all-in-one marketing platform known for email marketing, now offering expanded CRM functionality with contact management, audience segmentation, campaign management, and marketing automation.
Powerful email marketing and automation
"Marketing automation that moves you forward"
Mailchimp is an all-in-one marketing platform known for email marketing, now offering expanded CRM functionality with contact management, audience segmentation, campaign management, and marketing automation.
Ideal for: Small to medium businesses seeking an email-first marketing platform with CRM capabilities, audience segmentation, and marketing automation in one integrated solution.
Powerful email marketing and automation
Advanced audience segmentation and targeting
Built-in campaign management and reporting
E-commerce integration capabilities
Learn more at
mailchimp.com
See exactly which data objects transfer from Orion to Mailchimp
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Mailchimp.
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Prefer email? talk@ambrstack.com
