Source
Rent Manager

Rent Manager

Destination
Orion

Orion

CRM MigrationStarting at $500

Migrate from Rent Manager to Orion

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Rent Manager to Orion. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Rent Manager to Orion migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Rent Manager vs Orion

A quick look at both platforms to help you understand your migration path

Migrating from
Rent Manager

Rent Manager

Powerful, Customizable Property Management Software

Rent Manager is a comprehensive, cloud-based property management software for managing residential, commercial, association, and self-storage portfolios, offering accounting, maintenance management, and communication tools.

Founded 1982
Cincinnati, Ohio
Best for
Small BusinessMid-MarketEnterprise
Industries
Property ManagementReal EstateSelf-Storage+1 more
Top Strength

Highly customizable with double-entry accounting system

Migrating to
Orion

Orion

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.

Omaha, Nebraska, United States
Best for
Small BusinessMid-MarketEnterprise
Industries
Financial ServicesWealth ManagementFinancial Advisory+2 more
Top Strength

Industry's most-adopted CRM for financial advisors (via Redtail)

Your New CRM

Why Orion is a great choice

Orion

Orion

"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.

Ideal for: Financial advisors and RIAs seeking an integrated platform for portfolio management, financial planning, and client relationship management.

Industry's most-adopted CRM for financial advisors (via Redtail)

Integrated portfolio management, billing, and trading

Industries
Financial ServicesWealth ManagementFinancial Advisory+2
Best For
Small BusinessMid-MarketEnterprise

Two-way Salesforce sync and Charles Schwab integration

Comprehensive compliance and reporting tools

Learn more at

orion.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Rent Manager to Orion

Rent Manager
Orion
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Not Available
Products
Supported
Quotes
Mapping Required
Documents
Supported
Campaigns
Mapping Required

Specialized

Tickets
Not Available
Invoices
Supported
Subscriptions
Not Available

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Rent Manager to Orion Migration FAQ

Common questions about migrating from Rent Manager to Orion.

Related Migration Paths

Explore other popular CRM migrations similar to Rent Manager to Orion

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Prefer email? talk@ambrstack.com