Source
UGRU Financial

UGRU Financial

Destination
Stova

Stova

CRM MigrationStarting at $500

Migrate from UGRU Financial to Stova

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from UGRU Financial to Stova. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your UGRU Financial to Stova migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

UGRU Financial vs Stova

A quick look at both platforms to help you understand your migration path

Migrating from
UGRU Financial

UGRU Financial

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.

Founded 2011
Holly Springs, North Carolina
Best for
Small BusinessMid-Market
Industries
Financial ServicesWealth ManagementInsurance+1 more
Top Strength

FINRA-compliant with 256-bit encryption and automatic email journaling

Migrating to
Stova

Stova

The definitive event technology ecosystem

Stova is an enterprise event management platform formed from the merger of MeetingPlay, Aventri, and Eventcore. It provides end-to-end solutions for virtual, hybrid, and in-person events including registration, marketing, mobile apps, and business intelligence analytics.

Founded 2008
New York City, New York
Best for
Mid-MarketEnterprise
Industries
Corporate EventsFinancial ServicesTechnology+2 more
Top Strength

AI-powered matchmaking and engagement features

Your New CRM

Why Stova is a great choice

Stova

Stova

"The definitive event technology ecosystem"

Stova is an enterprise event management platform formed from the merger of MeetingPlay, Aventri, and Eventcore. It provides end-to-end solutions for virtual, hybrid, and in-person events including registration, marketing, mobile apps, and business intelligence analytics.

Ideal for: Enterprise organizations managing complex multi-format events that need comprehensive registration, marketing, and real-time analytics in one platform.

AI-powered matchmaking and engagement features

Real-time event intelligence dashboard with KPI tracking

Industries
Corporate EventsFinancial ServicesTechnology+2
Best For
Mid-MarketEnterprise

Self-service kiosks and on-demand badging

SOC 2, GDPR, and PCI compliant security

Learn more at

stova.io

Data Compatibility

What gets migrated

See exactly which data objects transfer from UGRU Financial to Stova

UGRU Financial
Stova
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Not Available
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Not Available
Quotes
Mapping Required
Documents
Supported
Campaigns
Supported

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

UGRU Financial to Stova Migration FAQ

Common questions about migrating from UGRU Financial to Stova.

Related Migration Paths

Explore other popular CRM migrations similar to UGRU Financial to Stova

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Prefer email? talk@ambrstack.com