UGRU Financial
Swoogo
Transfer contacts, companies, activities, and more from UGRU Financial to Swoogo. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Swoogo 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
Event management software that works the way you do
Swoogo is a customizable event management platform for in-person, virtual, and hybrid events. It provides unlimited registration customization, event marketing tools, speaker management, and comprehensive analytics with native integrations to 30+ technologies.
Unlimited conditional logic and custom registration fields
"Event management software that works the way you do"
Swoogo is a customizable event management platform for in-person, virtual, and hybrid events. It provides unlimited registration customization, event marketing tools, speaker management, and comprehensive analytics with native integrations to 30+ technologies.
Ideal for: Event professionals seeking a highly customizable platform with unlimited registration logic, strong marketing tools, and user-based pricing without hidden fees.
Unlimited conditional logic and custom registration fields
Native Zoom integration for hybrid events
15-minute average support response time
User-based pricing with unlimited events and registrations
Learn more at
swoogo.com
See exactly which data objects transfer from UGRU Financial to Swoogo
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Swoogo.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
