Slate
Orion
Transfer contacts, companies, activities, and more from Slate to Orion. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Slate to Orion 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
Designed and Developed Exclusively for Higher Education
Slate by Technolutions is an all-in-one CRM platform for higher education admissions and advancement, offering application processing, communication tools, event management, and analytics for over 1,000 institutions.
All-inclusive licensing with no per-user or per-application fees
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)
"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
Two-way Salesforce sync and Charles Schwab integration
Comprehensive compliance and reporting tools
Learn more at
orion.com
See exactly which data objects transfer from Slate to Orion
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Slate to Orion.
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