Orion
Rocket Matter
Transfer contacts, companies, deals, and more from Orion to Rocket Matter. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Rocket Matter 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)
Legal Practice Management for Modern Firms
Rocket Matter is a cloud-based legal practice management platform offering time tracking, billing, matter management, document storage, legal CRM, and payment processing for law firms of all sizes.
Industry-leading time and billing with passive time tracking
"Legal Practice Management for Modern Firms"
Rocket Matter is a cloud-based legal practice management platform offering time tracking, billing, matter management, document storage, legal CRM, and payment processing for law firms of all sizes.
Ideal for: Law firms seeking a comprehensive cloud-based practice management solution with strong time tracking, billing, and client relationship management capabilities.
Industry-leading time and billing with passive time tracking
Integrated payment processing with automated payment plans
Legal CRM for client intake and business development
ChatGPT integration for AI-powered assistance
Learn more at
rocketmatter.com
See exactly which data objects transfer from Orion to Rocket Matter
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Rocket Matter.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
