UGRU is the #1 CRM Financial Practice Management Suite. It includes a full featured, integrated financial CRM, with sales force and marketing automation, bookkeeping, operations—and the BEST financial planning.
UGRU 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.
The team has over 60 years of combined financial planning experience--including 30 years running independent financial practices.
Visit us at https://ugru.com/ for more information.