Orion
Swoogo
Transfer contacts, companies, activities, and more from Orion to Swoogo. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Swoogo 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)
Event management software that works the way you do
Swoogo is a customizable event management platform for in-person, virtual, and hybrid events. It provides unlimited registration customization, event marketing tools, speaker management, and comprehensive analytics with native integrations to 30+ technologies.
Unlimited conditional logic and custom registration fields
"Event management software that works the way you do"
Swoogo is a customizable event management platform for in-person, virtual, and hybrid events. It provides unlimited registration customization, event marketing tools, speaker management, and comprehensive analytics with native integrations to 30+ technologies.
Ideal for: Event professionals seeking a highly customizable platform with unlimited registration logic, strong marketing tools, and user-based pricing without hidden fees.
Unlimited conditional logic and custom registration fields
Native Zoom integration for hybrid events
15-minute average support response time
User-based pricing with unlimited events and registrations
Learn more at
swoogo.com
See exactly which data objects transfer from Orion to Swoogo
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Swoogo.
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