Orion
Propertyware
Transfer contacts, companies, activities, and more from Orion to Propertyware. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Propertyware 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)
Built by single-family experts
Propertyware is a property management software platform designed specifically for single-family rental properties. It offers a full suite of CRM, accounting, tenant screening, maintenance management, and marketing solutions with owner and tenant portals for streamlined communication.
Purpose-built for single-family property management
"Built by single-family experts"
Propertyware is a property management software platform designed specifically for single-family rental properties. It offers a full suite of CRM, accounting, tenant screening, maintenance management, and marketing solutions with owner and tenant portals for streamlined communication.
Ideal for: Single-family property management companies seeking a scalable platform with robust CRM, accounting, and open API capabilities.
Purpose-built for single-family property management
Open API with two-way data connection
Customizable fields, dashboards, and reports
Owner and tenant portals for self-service
Learn more at
propertyware.com
See exactly which data objects transfer from Orion to Propertyware
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Propertyware.
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