Orion
RainFocus
Transfer contacts, companies, activities, and more from Orion to RainFocus. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to RainFocus 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)
Next-generation event marketing platform
RainFocus is an enterprise event marketing platform designed to capture and analyze first-party data for exceptional events. It integrates registration, content management, and exhibitor activation across in-person, virtual, and hybrid experiences from a single dashboard.
Single platform for in-person, virtual, and hybrid events
"Next-generation event marketing platform"
RainFocus is an enterprise event marketing platform designed to capture and analyze first-party data for exceptional events. It integrates registration, content management, and exhibitor activation across in-person, virtual, and hybrid experiences from a single dashboard.
Ideal for: Enterprise organizations seeking a comprehensive event management platform with deep CRM integration and real-time data analytics.
Single platform for in-person, virtual, and hybrid events
Real-time data capture and personalization capabilities
Salesforce integration for sales team engagement
Named Leader in Gartner Magic Quadrant for Event Management
Learn more at
rainfocus.com
See exactly which data objects transfer from Orion to RainFocus
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to RainFocus.
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