UGRU Financial
Rectangle Health
Transfer contacts, activities, and more from UGRU Financial to Rectangle Health. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Rectangle Health 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
Simplifying Healthcare Business Operations
Rectangle Health provides Practice Management Bridge, an all-in-one platform for healthcare practices to manage patient payments, engagement, and compliance with HIPAA and OSHA standards.
All-in-one payment, engagement, and compliance platform
"Simplifying Healthcare Business Operations"
Rectangle Health provides Practice Management Bridge, an all-in-one platform for healthcare practices to manage patient payments, engagement, and compliance with HIPAA and OSHA standards.
Ideal for: Healthcare practices of all sizes seeking a unified platform for payment processing, patient engagement, and regulatory compliance management.
All-in-one payment, engagement, and compliance platform
Integrates with major EHR/EMR and practice management systems
Text-to-Pay and contactless payment options
HIPAA, OSHA, and PCI-DSS compliance management
Learn more at
rectanglehealth.com
See exactly which data objects transfer from UGRU Financial to Rectangle Health
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Rectangle Health.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
