UGRU Financial
Xakia
Transfer contacts, companies, activities, and more from UGRU Financial to Xakia. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Xakia 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
Legal Matter Management Made Simple
Xakia is a cloud-based legal matter management platform for in-house legal teams, offering intake and triage, matter tracking, spend management, contract lifecycle support, and analytics dashboards.
Female-founded company with global presence across five continents
"Legal Matter Management Made Simple"
Xakia is a cloud-based legal matter management platform for in-house legal teams, offering intake and triage, matter tracking, spend management, contract lifecycle support, and analytics dashboards.
Ideal for: In-house legal departments of any size seeking intuitive matter management with intake automation, spend tracking, and actionable analytics without complex implementation.
Female-founded company with global presence across five continents
Out-of-the-box dashboards and reports for immediate legal visibility
Seamless integrations with NetDocuments, iManage, SharePoint, and Salesforce
ISO 27001, SOC2, and HIPAA certified for enterprise security
Learn more at
xakia.com
See exactly which data objects transfer from UGRU Financial to Xakia
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Xakia.
Explore other popular CRM migrations similar to UGRU Financial to Xakia
Need to go the other way? We support bidirectional migrations.
Xakia → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
