UGRU CRM for Financial Planners & Advisors Beats the Competition. See how it compares to Salesforce, Redtail, Zoho, Act!, Infusionsoft, MoneyGuidePro and others. COMPARE

UGRU CRM for Financial Advisors tracks your contacts, where they are in the sales cycle, the size of the opportunity, whether it is single or recurring revenues, separates AUM and fixed …

UGRU is the #1 CRM Financial Practice Management Suite & is the Best CRM Financial Planning software. It is a full featured, integrated financial CRM with sales force automation including …

"Hi I am Ken Gulliver, a retired Investment Advisor and founder of UGRU; my goal is to create positive and real financial changes in your life and I am committed to helping you become …

UGRU is the #1 CRM Cloud Based Financial Practice Management Suite. It is a full featured, cloud based integrated financial CRM with sales force automation including contact …

Rate UGRU Stocks™ Maximize Your Retirement with Optimized Income Strategies Simplify your financial decisions with clear comparisons and data-driven insights designed to help you align …

UGRU Financial offers a powerful, purpose-built CRM platform that addresses the unique needs of financial advisory teams. By combining essential features like client management, financial …

UGRU gives you budget categories to help you construct your budget. Use default spending categories or rename and re-categorize expense categories as you see fit. With UGRU’s …

Helping advisors like you to build and grow your practice through UGRU – #1 Best CRM software for financial advisors.

Jan 29, 2025 · In 2025, UGRU’s industry-agnostic platform is particularly beneficial as it flexibly adapts to various financial advisory contexts, supporting mid-market firms in efficiently …