Orion
RegFox
Transfer contacts, activities, and more from Orion to RegFox. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to RegFox 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)
Powerful Event Registration, Unbelievably Affordable
RegFox is an event registration platform for conferences, camps, classes, and workshops, offering drag-and-drop page building, payment processing, attendee management, and real-time analytics.
Extremely affordable pricing (99 cents + 1% per registrant, capped at $4.99)
"Powerful Event Registration, Unbelievably Affordable"
RegFox is an event registration platform for conferences, camps, classes, and workshops, offering drag-and-drop page building, payment processing, attendee management, and real-time analytics.
Ideal for: Event organizers seeking an affordable, highly customizable registration platform with powerful features and low per-registrant fees.
Extremely affordable pricing (99 cents + 1% per registrant, capped at $4.99)
Drag-and-drop event page builder with conditional logic
Real-time analytics and CRM capabilities
Text messaging and drip email campaigns
Learn more at
regfox.com
See exactly which data objects transfer from Orion to RegFox
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to RegFox.
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