UGRU Financial
Naviga
Transfer contacts, companies, deals, and more from UGRU Financial to Naviga. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Naviga 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
Software solutions powering media-rich industries
Naviga provides a Content Engagement Platform for the media and publishing industry, helping companies create, enrich, deliver, and monetize content. It combines CRM, ad sales, subscription management, and content management tools for news media, broadcasting, and magazine publishers.
Complete Content Engagement Platform for publishers
"Software solutions powering media-rich industries"
Naviga provides a Content Engagement Platform for the media and publishing industry, helping companies create, enrich, deliver, and monetize content. It combines CRM, ad sales, subscription management, and content management tools for news media, broadcasting, and magazine publishers.
Ideal for: Publishers and media companies seeking unified content management, ad sales CRM, and digital subscription tools.
Complete Content Engagement Platform for publishers
Naviga Ad CRM with pipeline reports and sales analytics
Multi-channel content authoring and publishing tools
Digital subscription and reader commerce management
Learn more at
navigaglobal.com
See exactly which data objects transfer from UGRU Financial to Naviga
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Naviga.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
