Contact: Ken Gulliver
Phone Number: 888-742-0033, ext. 4

UGRU Announces UGRU 3.0 – Financial Practice Management Suite

A new all-inclusive Financial CRM that helps financial advisors run their entire business and meet new DOL requirements

Raleigh, North Carolina – [6-26-2017] – UGRU, LLC has released version 3.0 of UGRU, their all-inclusive financial practice management suite. In addition to full-featured and integrated CRM, it now includes marketing automation to gain and retain more clients, built-in accounting, compliant document management, and a full financial planning module (that helps with the new DOL fiduciary requirements)--plus, it includes FINRA compliant document management. It is fully integrated to avoid double entry, with a single interface to decrease learning time.

“As a former Financial Advisor, I was disappointed with the disjointed software available” states Ken Gulliver, CEO of UGRU. “The popular CRMs were pricey, too generic and required too much customization. Then you had to add accounting, email marketing, document management, plus financial planning—and it all had to be FINRA compliant.”

“Worse yet,” he continues “the integration quality between them varied and would become corrupt when they released new versions, you still had FIVE interfaces to learn, had regular double entry, and couldn’t get unified business reports. In addition, you were usually out of compliance and the cost was horrendous…so I created UGRU.”

The latest release includes additional Sales Automation (with advanced Contact Management, Sales Forecasting, better Pipeline Management, Outbound Phone Automation and upgraded Territory Management (for larger teams)). The upgraded Marketing Automation now includes mass email up to 5k emails/day, 150k/mo., plus Campaign Analytics, Drip Campaigns (with templates for Financial Advisors), and customizable Workflow Automation.

“The new accounting uses a Quickbooks®- like interface,” says Ted Finch, VP Marketing (and original VP Marketing with Goldmine CRM), “but it also includes a financial dashboard to compare goals to actuals, along with an operations library—pre-loaded with over 100 pre-made marketing, email templates, call scripts and more to help promote your business.”

The financial planning module was designed to rival other popular applications. It’s unique Decision Center Calculators help advisors quickly calculate common planning technique’s like Roth Conversions, but also test implications of Reverse Mortgage, Fixed Annuities, G.I.B.’s and Market Dynamics which is an alternative to using “static” returns in planning.

Many advisors have shown excitement about the integration, “The software kept me on track and allowed nothing to slip through the cracks,” states Lew Newton, “…I was able to close 32% more sales than I had before.”

The pricing is much less than the cost of all the applications it replaces, plus UGRU eliminates the hassle of double entry (reducing labor cost and providing integrated reports).

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After 8 years, $7.6 million invested and over 160,000 hours of research and development, UGRU, LLC was founded in 2011 by top financial advisors disappointed with existing CRMs that were non-integrated, lacked proper workflows (using best practices), document management and had no financial or planning capabilities—so they created UGRU (a Cloud Awards Finalist 2016 – 2017).

The team has over 60 years of combined financial planning experience--including 30 years running independent financial practices. They can also scale to the largest organizations—having VP and Sr. VP experience at $130 billion GE, $48 billion Motorola, and $4 billion Harcourt. They have offices in Raleigh, NC, Las Vegas, NV and Austin, TX.