UGRU Financial
Grip
Transfer contacts, companies, activities, and more from UGRU Financial to Grip. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Grip 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
Prefer email? talk@ambrstack.com
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
AI-powered event platform for business relationships
Grip is an AI-powered event technology platform that combines event management, registration, matchmaking, and networking for trade shows, conferences, and corporate events. Its machine learning algorithm recommends relevant connections to attendees through an intuitive swiping interface.
AI-powered matchmaking and networking recommendations
"AI-powered event platform for business relationships"
Grip is an AI-powered event technology platform that combines event management, registration, matchmaking, and networking for trade shows, conferences, and corporate events. Its machine learning algorithm recommends relevant connections to attendees through an intuitive swiping interface.
Ideal for: Event organizers and associations seeking an AI-powered platform to enhance attendee networking and track relationship-building across events.
AI-powered matchmaking and networking recommendations
Award-winning mobile event app
Seamless registration and badge management
Integration with 50+ event technology platforms
Learn more at
grip.events
See exactly which data objects transfer from UGRU Financial to Grip
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Grip.
Explore other popular CRM migrations similar to UGRU Financial to Grip
Need to go the other way? We support bidirectional migrations.
Grip → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
