UGRU Financial
Vyne Dental
Transfer contacts, activities, and more from UGRU Financial to Vyne Dental. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Vyne Dental 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
Simplifying Dental Revenue Cycle Management
Vyne Dental provides revenue cycle management software for dental practices, offering electronic claims and attachments, eligibility verification, patient communications, and payment processing through its Vyne Trellis platform.
HITRUST CSF Certified FastAttach claim attachment software
"Simplifying Dental Revenue Cycle Management"
Vyne Dental provides revenue cycle management software for dental practices, offering electronic claims and attachments, eligibility verification, patient communications, and payment processing through its Vyne Trellis platform.
Ideal for: Dental practices seeking to streamline claims submission, eligibility verification, and patient payments through an integrated revenue cycle management platform.
HITRUST CSF Certified FastAttach claim attachment software
Eligibility and benefits APIs connecting to hundreds of payers
Serves 84,000+ dental offices nationwide
Vyne Trellis all-in-one billing platform
Learn more at
vynedental.com
See exactly which data objects transfer from UGRU Financial to Vyne Dental
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Vyne Dental.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
