UGRU Financial
NexJ CRM
Transfer contacts, companies, deals, and more from UGRU Financial to NexJ CRM. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to NexJ CRM 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
Intelligent customer management for finance and insurance
NexJ Systems provides enterprise CRM and integrated advisor desktop solutions for wealth management, private banking, commercial banking, and insurance sectors, bringing all tools and client data into a single view for financial advisors.
Purpose-built for financial services industry
"Intelligent customer management for finance and insurance"
NexJ Systems provides enterprise CRM and integrated advisor desktop solutions for wealth management, private banking, commercial banking, and insurance sectors, bringing all tools and client data into a single view for financial advisors.
Ideal for: Large financial institutions seeking enterprise-grade CRM with deep integration capabilities for advisor workflows.
Purpose-built for financial services industry
Handles large-scale deployments (12,000-35,000 users)
API-first architecture for seamless integrations
Flexible deployment options (on-premise, hybrid, private cloud)
Learn more at
nexj.com
See exactly which data objects transfer from UGRU Financial to NexJ CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to NexJ CRM.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
