Address:624 Holly Springs Rd. Suite 207 Holly Springs,, North Carolina, United States27540
Founded in 2011, UGRU is a full featured, integrated Financial CRM with sales force automation which includes invoicing and a financial dashboard. A collaborative, employee-centric Operations Library is included, along with Financial Planning—including Decision Center Calculators such as Roth IRA conversion, reverse mortgage, and guaranteed income benefit. Market Dynamics provides life-like effect of market volatility on asset accounts and financial plan summaries and money flow reports. An All-in-one unified interface eliminating dreaded double entry makes UGRU the #1 CRM Financial Practice Management Suite, so you have everything you need to run a world class financial planning business. Four pricing plans are offered starting at $59 per month for three users.