Orion
SpotMe
Transfer contacts, companies, activities, and more from Orion to SpotMe. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to SpotMe 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)
The Enterprise Event Platform
SpotMe is an enterprise event management platform for virtual, hybrid, and in-person events. It offers attendee management, mobile event apps, interactive engagement tools, and comprehensive analytics with integrations to leading CRM and marketing automation systems.
Named Leader in Forrester Wave Event Management Platforms
"The Enterprise Event Platform"
SpotMe is an enterprise event management platform for virtual, hybrid, and in-person events. It offers attendee management, mobile event apps, interactive engagement tools, and comprehensive analytics with integrations to leading CRM and marketing automation systems.
Ideal for: Enterprise organizations hosting complex virtual, hybrid, or in-person events that need robust engagement tools and seamless CRM integration.
Named Leader in Forrester Wave Event Management Platforms
AI-powered networking and matchmaking
24/7 white-glove customer support
SOC2 Type II, GDPR, and ISO 27001 compliant
Learn more at
spotme.com
See exactly which data objects transfer from Orion to SpotMe
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to SpotMe.
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