UGRU Financial
Yardi
Transfer contacts, companies, deals, and more from UGRU Financial to Yardi. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Yardi 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
Real Estate Software Energized For Tomorrow, Today
Yardi provides comprehensive property management and CRM software for real estate portfolios of all types, including residential, commercial, affordable housing, and self-storage, with AI-enabled analytics and accounting.
Industry leader with over 20,000 businesses relying on Yardi software
"Real Estate Software Energized For Tomorrow, Today"
Yardi provides comprehensive property management and CRM software for real estate portfolios of all types, including residential, commercial, affordable housing, and self-storage, with AI-enabled analytics and accounting.
Ideal for: Real estate companies of any size seeking an enterprise-grade, fully integrated platform for property operations, accounting, leasing, and maintenance management.
Industry leader with over 20,000 businesses relying on Yardi software
Comprehensive Voyager and Breeze platforms for different portfolio sizes
AI-enabled analytics and decision-making tools
RentCafe CRM IQ for full leasing and resident lifecycle management
Learn more at
yardi.com
See exactly which data objects transfer from UGRU Financial to Yardi
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Yardi.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
