UGRU Financial
Whova
Transfer contacts, companies, activities, and more from UGRU Financial to Whova. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Whova 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
Intelligent Event Technology Solutions
Whova is an award-winning event management platform providing event apps, online registration, attendee engagement tools, and marketing automation for conferences, trade shows, and corporate events worldwide.
Recognized by Event Technology Awards for 9 consecutive years
"Intelligent Event Technology Solutions"
Whova is an award-winning event management platform providing event apps, online registration, attendee engagement tools, and marketing automation for conferences, trade shows, and corporate events worldwide.
Ideal for: Event organizers seeking a comprehensive platform that covers registration, attendee networking, engagement features like live polling and discussion boards, and post-event analytics.
Recognized by Event Technology Awards for 9 consecutive years
Trusted by Google, Microsoft, American Express, NASA, and Harvard
Built-in networking tools, live polling, and social walls
Integrates with Eventbrite, Cvent, Salesforce, and Zapier
Learn more at
whova.com
See exactly which data objects transfer from UGRU Financial to Whova
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Whova.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
