
UGRU Financial

Stova
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.
Get a custom quote for your UGRU Financial to Stova 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 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.
AI-powered matchmaking and engagement features

"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
Self-service kiosks and on-demand badging
SOC 2, GDPR, and PCI compliant security
Learn more at
stova.io
See exactly which data objects transfer from UGRU Financial to Stova


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Stova.
Explore other popular CRM migrations similar to UGRU Financial to Stova

Need to go the other way? We support bidirectional migrations.
Stova → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com