Orion
Nimble
Transfer contacts, deals, activities, and more from Orion to Nimble. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Nimble 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)
The only CRM that works for you
Nimble is a social-first CRM that auto-enriches contact profiles from social media and email, offering contact management, email tracking, deal management, and workflow automation with a focus on social intelligence.
Social contact enrichment and auto-population
"The only CRM that works for you"
Nimble is a social-first CRM that auto-enriches contact profiles from social media and email, offering contact management, email tracking, deal management, and workflow automation with a focus on social intelligence.
Ideal for: Small teams wanting a social-first CRM with automatic contact enrichment from multiple sources and integrated email tracking capabilities.
Social contact enrichment and auto-population
Email tracking with open and click analytics
Multiple deal pipeline management
LinkedIn Prospector integration
Learn more at
nimble.com
See exactly which data objects transfer from Orion to Nimble
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Nimble.
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Prefer email? talk@ambrstack.com
