Orion
nCino
Transfer contacts, companies, deals, and more from Orion to nCino. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to nCino 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)
The worldwide leader in cloud banking
nCino is a cloud-based Bank Operating System built on Salesforce, providing financial institutions with CRM, loan origination, customer onboarding, account opening, credit analysis, and enterprise content management. Used by over 2,700 financial institutions globally including TD Bank and Truist.
End-to-end Bank Operating System on Salesforce platform
"The worldwide leader in cloud banking"
nCino is a cloud-based Bank Operating System built on Salesforce, providing financial institutions with CRM, loan origination, customer onboarding, account opening, credit analysis, and enterprise content management. Used by over 2,700 financial institutions globally including TD Bank and Truist.
Ideal for: Banks and credit unions seeking a unified platform for loan origination, customer onboarding, and CRM built on Salesforce.
End-to-end Bank Operating System on Salesforce platform
Serves 2,700+ financial institutions globally
Integrates with core banking and third-party systems
Consumer Banking APIs for custom experiences
Learn more at
ncino.com
See exactly which data objects transfer from Orion to nCino
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to nCino.
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