UGRU Financial
SpotMe
Transfer contacts, companies, activities, and more from UGRU Financial to SpotMe. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to SpotMe 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
Prefer email? talk@ambrstack.com
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 Enterprise Event Platform
SpotMe is an enterprise event management platform for virtual, hybrid, and in-person events. It offers attendee management, mobile event apps, interactive engagement tools, and comprehensive analytics with integrations to leading CRM and marketing automation systems.
Named Leader in Forrester Wave Event Management Platforms
"The Enterprise Event Platform"
SpotMe is an enterprise event management platform for virtual, hybrid, and in-person events. It offers attendee management, mobile event apps, interactive engagement tools, and comprehensive analytics with integrations to leading CRM and marketing automation systems.
Ideal for: Enterprise organizations hosting complex virtual, hybrid, or in-person events that need robust engagement tools and seamless CRM integration.
Named Leader in Forrester Wave Event Management Platforms
AI-powered networking and matchmaking
24/7 white-glove customer support
SOC2 Type II, GDPR, and ISO 27001 compliant
Learn more at
spotme.com
See exactly which data objects transfer from UGRU Financial to SpotMe
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to SpotMe.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
