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UGRU

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1 review
  • 1 profiles
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Average star rating
5.0
Serving customers since
2011

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UGRU Reviews

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Harshita K.
HK
Harshita K.
Japanese Translator | Content Writer
01/18/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

UGRU- Review

By using UGRU for Financial Professionals, you can collect and organize relevant information for each prospect. You can keep track of follow-up calls and appointments, monitor emails, record detailed information, create a client database, and attach relevant materials to sessions.

About

Contact

HQ Location:
Holly Springs, US

Social

@ugrucoaching

What is UGRU?

UGRU is a technology company that offers financial planning and management software solutions. Their platform is designed to assist financial advisors and individuals in efficiently managing their financial portfolios and planning for various life goals. UGRU's tools provide features such as goal setting, investment tracking, budgeting, and performance monitoring, enabling users to have a comprehensive view of their finances. The company's focus is on enhancing financial literacy and aiding in informed decision-making through an intuitive interface and robust analytical tools.

Details

Year Founded
2011
Website
ugru.com