UGRU Financial
WealthEngine
Transfer contacts, companies, activities, and more from UGRU Financial to WealthEngine. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to WealthEngine 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
Find Your Best Prospects with Wealth Intelligence
WealthEngine is a predictive analytics and wealth intelligence platform that helps nonprofits, financial services, luxury brands, and retail organizations identify high-net-worth prospects using data from over 60 sources covering 300 million profiles.
Wealth data from 60+ sources covering 300 million US profiles and 122 million households
"Find Your Best Prospects with Wealth Intelligence"
WealthEngine is a predictive analytics and wealth intelligence platform that helps nonprofits, financial services, luxury brands, and retail organizations identify high-net-worth prospects using data from over 60 sources covering 300 million profiles.
Ideal for: Nonprofits, fundraising teams, and wealth advisors seeking to identify, prioritize, and engage high-net-worth prospects using predictive analytics and wealth scoring.
Wealth data from 60+ sources covering 300 million US profiles and 122 million households
WE Analyze predictive lead scoring and donor pyramid segmentation
Integration with 30+ CRM and marketing automation platforms including Salesforce and Marketo
Real-time wealth identification API with net worth, giving capacity, and propensity scores
Learn more at
wealthengine.com
See exactly which data objects transfer from UGRU Financial to WealthEngine
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to WealthEngine.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
