UGRU CRM For Financial Advisors FAQ

Following are some of the most common questions:

Basic UGRU CRM for Financial Advisors data migration is free.

UGRU for Financial Advisors software is intuitive and easy to pick up quickly. There are embedded training videos on almost every page, along with free training webinars. There is also an option for one-on-one training.

No – by intent. UGRU CRM for Financial Advisors is a pre-integrated CRM with full QuickBooks-like accounting and robust financial planning (even better than stand-alone apps) built-in—eliminating the dreaded double entry and allowing you to see everything affecting your business from within.

You can use your stand-alone apps if you prefer, but be prepared for double entry, to possibly lose permissions control and the unlimited accounts UGRU offers. UGRU for Financial Advisors does integrate with other software that adds value such as Laserapp and account aggregation.

If your BD insists you use Redtail then they are opening themselves up to the very liability they are trying to prevent. We all know that BD’s and SEC don’t approve/disapprove anything, that’s why they make the claim they only review and produce a list of “reviewed” technology. Don’t let “The List” run your business… into the ground!

“The List” is from B/D’s that have never heard of UGRU—nor the massive advantages for the advisor and the client. When compared, it blows Redtail out of the water as a CRM not to mention as a full blown Financial Practice Management Suite.

As an additional advantage, UGRU for Financial Advisors is also 100% FINRA compliant—including the emails—critical while auditing (something others do NOT have).

The advantages of UGRU CRM for Financial Advisors are easy to see. Choosing the best package may seem more difficult. We are here to help! Our expert industry professionals take the time to learn about your needs and assist you in choosing the Package level which best suits your needs. Contact Us today!

We adopt appropriate data collection, storage and processing practices and security measures to protect against unauthorized access, alteration, disclosure or destruction of your personal information, username, password, transaction information and data stored on our Site. Learn more by reading our Privacy Policy.

Yes! The success of our system is based upon its ability to meet your unique, ever-changing needs. All system defaults and templates are easily changeable.

Yes! UGRU CRM for Financial Advisors understands that business is ever-changing. We offer a variety of Package levels and the ability to upgrade at any time.

UGRU CRM for Financial Advisors is not just a CRM. What separates our system from the rest is its ability to fully integrate throughout the UGRU solution. Your business all in one place!

Yes! Other CRM providers will give you an excel spreadsheet with all your existing data. We use this to help you establish your system through our specialists that help you and your staff onboard your data initially. Once on the system and trained, it’s easy enough for you or your staff to mass upload any other data you may need to upload.

Our product has proven short and long-term results, but don’t just take our word for it! During a five-year product development term, we tracked the progress of a test office. Our Case Study shows how a 23-year business veteran increased his revenues from $140,000 per year to nearly $1,000,000 per year while enjoying a greater work-life balance in the process!

You should have business class internet and work from Google Chrome or Mozilla Firefox. As well, you should install a PDF viewer and Microsoft Office 2010 or a Microsoft Office compatibility pack.

Currently, you should use Google Chrome or Mozilla Firefox. However, we are working diligently on setting up compatibility with all browsers.

Set up is relatively quick. This depends on your package level, whether you have data to import and the number of staff adopting UGRU. Once you provide us all the data, set up can take as little as 1 to 9 business days.

Please review our User Agreement, Statement of Services and Terms of Use. If you have any questions, feel free to Contact Us. We are here to help!

We conveniently accept all major credit and debit cards, such as Visa, MasterCard, Discover and American Express.