
Orion

Practice Fusion
Transfer contacts, activities, and more from Orion to Practice Fusion. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Practice Fusion 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)

Leading EHR solutions for medical practices
Practice Fusion is a cloud-based electronic health record (EHR) platform designed for small to medium-sized medical practices. It offers charting, scheduling, billing, e-prescribing, lab integrations, and secure messaging to help healthcare providers manage patient populations and coordinate care.
Cloud-based EHR accessible from any device

"Leading EHR solutions for medical practices"
Practice Fusion is a cloud-based electronic health record (EHR) platform designed for small to medium-sized medical practices. It offers charting, scheduling, billing, e-prescribing, lab integrations, and secure messaging to help healthcare providers manage patient populations and coordinate care.
Ideal for: Small to medium-sized medical practices seeking a cloud-based EHR with integrated charting, scheduling, and e-prescribing capabilities.
Cloud-based EHR accessible from any device
Comprehensive charting and prescription management
FHIR API support for healthcare interoperability
Integrated lab ordering and results management
Learn more at
practicefusion.com
See exactly which data objects transfer from Orion to Practice Fusion


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Practice Fusion.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com