Orion
Wice CRM
Transfer contacts, companies, deals, and more from Orion to Wice CRM. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Wice CRM 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 Customer in View, Success Under Control
Wice CRM is a German CRM software offering contact management, sales opportunity tracking, project management, marketing campaigns, invoicing, and service management with both cloud and on-premise deployment options.
Over 20 years of CRM experience with German data protection compliance
"The Customer in View, Success Under Control"
Wice CRM is a German CRM software offering contact management, sales opportunity tracking, project management, marketing campaigns, invoicing, and service management with both cloud and on-premise deployment options.
Ideal for: German SMBs seeking a GDPR-compliant CRM with comprehensive sales, marketing, and service features hosted exclusively in Germany with flexible deployment options.
Over 20 years of CRM experience with German data protection compliance
Hosted exclusively in Germany for data sovereignty
Available as both SaaS and on-premise solution
Integrated project management and invoicing capabilities
Learn more at
wice.de
See exactly which data objects transfer from Orion to Wice CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Wice CRM.
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