UGRU Financial
Rentec Direct
Transfer contacts, companies, deals, and more from UGRU Financial to Rentec Direct. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Rentec Direct 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
Highest-Rated Property Management Software
Rentec Direct is a US-based property management software for landlords and property managers, offering online rent collection, tenant screening, accounting, maintenance management, and vacancy listing syndication.
Highest customer service rating in the industry
"Highest-Rated Property Management Software"
Rentec Direct is a US-based property management software for landlords and property managers, offering online rent collection, tenant screening, accounting, maintenance management, and vacancy listing syndication.
Ideal for: Small to medium landlords and property managers seeking an easy-to-use, affordable property management platform with excellent customer support.
Highest customer service rating in the industry
Trust account certified and state-compliant accounting
Free online tenant payments via ACH and credit card
Self-funded and debt-free with no venture capital
Learn more at
rentecdirect.com
See exactly which data objects transfer from UGRU Financial to Rentec Direct
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Rentec Direct.
Explore other popular CRM migrations similar to UGRU Financial to Rentec Direct
Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
