UGRU Financial
Solutionreach
Transfer contacts, activities, and more from UGRU Financial to Solutionreach. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Solutionreach 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
The leader in patient engagement solutions
Solutionreach is a cloud-based patient engagement platform designed for healthcare providers, offering appointment reminders, two-way texting, batch messaging, and reputation management. It integrates with over 400 practice management and EHR systems to streamline patient communications.
Integrates with 400+ practice management and EHR systems
"The leader in patient engagement solutions"
Solutionreach is a cloud-based patient engagement platform designed for healthcare providers, offering appointment reminders, two-way texting, batch messaging, and reputation management. It integrates with over 400 practice management and EHR systems to streamline patient communications.
Ideal for: Healthcare practices seeking to enhance patient engagement through automated reminders, HIPAA-compliant messaging, and integrated communication tools.
Integrates with 400+ practice management and EHR systems
HIPAA-compliant messaging and document sharing
Automated appointment reminders via text, email, and voice
Online scheduling and digital intake forms
Learn more at
solutionreach.com
See exactly which data objects transfer from UGRU Financial to Solutionreach
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Solutionreach.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
