Orion
TargetX
Transfer contacts, activities, and more from Orion to TargetX. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to TargetX 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)
Salesforce's #1 recruiting and admissions platform
TargetX is a higher education CRM built on the Salesforce platform, providing enterprise-wide solutions for managing relationships with prospective students, current students, alumni, and donors throughout the student lifecycle.
Built natively on Salesforce Education Cloud platform
"Salesforce's #1 recruiting and admissions platform"
TargetX is a higher education CRM built on the Salesforce platform, providing enterprise-wide solutions for managing relationships with prospective students, current students, alumni, and donors throughout the student lifecycle.
Ideal for: Colleges and universities seeking a comprehensive CRM for student recruitment, enrollment management, retention, and alumni engagement built on Salesforce.
Built natively on Salesforce Education Cloud platform
Bi-directional integrations with major SIS systems (Banner, Colleague, PeopleSoft)
15+ years of higher education expertise with 90% former higher ed staff
Mobile-first functionality for enrollment teams
Learn more at
targetx.com
See exactly which data objects transfer from Orion to TargetX
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to TargetX.
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