UGRU Financial
athenahealth
Transfer contacts, activities, and more from UGRU Financial to athenahealth. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to athenahealth 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
The complete CRM and financial planning suite for advisors
UGRU Financial is a FINRA-compliant CRM platform specifically designed for financial advisors and planners. It combines customer relationship management with integrated financial planning tools, accounting capabilities, and marketing automation.
FINRA-compliant with 256-bit encryption and automatic email journaling
Integrated healthcare software and services
athenahealth is a healthcare technology company providing athenaOne, a comprehensive cloud-based platform combining electronic health records (EHR), practice management, medical billing, revenue cycle management, and patient engagement tools for ambulatory healthcare practices.
Fully integrated EHR and practice management
"Integrated healthcare software and services"
athenahealth is a healthcare technology company providing athenaOne, a comprehensive cloud-based platform combining electronic health records (EHR), practice management, medical billing, revenue cycle management, and patient engagement tools for ambulatory healthcare practices.
Ideal for: Mid-size and large medical practices seeking fully integrated EHR, practice management, and revenue cycle management in one platform.
Fully integrated EHR and practice management
Advanced revenue cycle management
Patient engagement and communication tools
FHIR and HL7 standards compliance
Learn more at
athenahealth.com
See exactly which data objects transfer from UGRU Financial to athenahealth
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to athenahealth.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
