UGRU Financial
Vocus
Transfer contacts, companies, activities, and more from UGRU Financial to Vocus. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Vocus 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
Comprehensive PR and Marketing Software
Vocus was a cloud-based public relations and marketing software platform providing media database access, press release distribution, social media monitoring, and campaign analytics for communications professionals.
Media database of 400,000+ journalists and bloggers
"Comprehensive PR and Marketing Software"
Vocus was a cloud-based public relations and marketing software platform providing media database access, press release distribution, social media monitoring, and campaign analytics for communications professionals.
Ideal for: Communications professionals and PR agencies who needed media database access, press release distribution, and social media monitoring (now part of Cision).
Media database of 400,000+ journalists and bloggers
Press release distribution via PRWeb
Social media monitoring and analytics
Help a Reporter Out (HARO) service
Learn more at
vocus.com
See exactly which data objects transfer from UGRU Financial to Vocus
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Vocus.
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Need to go the other way? We support bidirectional migrations.
Vocus → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
