
UGRU Financial

NextGen Healthcare
Transfer contacts, companies, activities, and more from UGRU Financial to NextGen Healthcare. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to NextGen Healthcare 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

Better healthcare outcomes, amplified
NextGen Healthcare is an American software company providing electronic health record (EHR) and practice management systems for ambulatory care, featuring AI-powered documentation tools and comprehensive interoperability standards.
AI-powered ambient assist saving providers 2.5 hours per day

"Better healthcare outcomes, amplified"
NextGen Healthcare is an American software company providing electronic health record (EHR) and practice management systems for ambulatory care, featuring AI-powered documentation tools and comprehensive interoperability standards.
Ideal for: Ambulatory care practices and specialty healthcare providers seeking comprehensive EHR and practice management solutions.
AI-powered ambient assist saving providers 2.5 hours per day
Extensive RESTful API with 800+ routes
Comprehensive interoperability (HL7, FHIR, CCD, C-CDA)
Integrated practice management and billing
Learn more at
nextgen.com
See exactly which data objects transfer from UGRU Financial to NextGen Healthcare


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to NextGen Healthcare.
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Need to go the other way? We support bidirectional migrations.
NextGen Healthcare → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com