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Six reasons you should consider UGRU CRM for Financial Planners & Advisors

Full featured, Integrated Financial CRM

Sales Force Automation – for contact & account management

Marketing Automation – to get & retain more clients

Accounting & Operations – integrates the entire business

The BEST Financial Planning

Price Performance Leader – MUCH less than the combined apps it
replaces

Price Performance Leader – MUCH less than the
combined apps it replaces

Price Performance Leader – MUCH less than the combined apps it replaces

UGRU CRM for Financial Planners & Advisors on web and mobile devices

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Reviews

“Most advisors don’t know they have business problems. Those that do are asking the wrong questions.
For me and over 200 advisors, UGRU is the answer for a turnkey business platform.”

Bill Broich (Owner – Annuity.com)

“The software kept me on track and allowed nothing to slip through the cracks
and I was able to close 32% more sales than I had before.”

Lew Newton (Advisor – Louisville, KY)

“In my 14 years as an advisor, I have never seen a software that puts all the critical elements of business in one place.
Amazing! Great job guys!”

Al Martinez (Advisor – Denver, CO)

UGRU CRM for Financial Planners & Advisors Beats the Competition.

See how it compares to Salesforce, Redtail, Zoho, Act!, Infusionsoft, MoneyGuidePro and others

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Press

UGRU Announces UGRU 3.0 – Financial Practice Management Suite

Awards

UGRU CRM Shortlisted for 2016-17 Cloud Awards Program

News & Events

UGRU CRM For Financial Planners & Advisors on Press

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