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What is MomentumTRUST?

When users log into MomentumTRUST, they are greeted by a dynamic dashboard that presents real-time insights into crucial metrics related to their investment portfolios. This carefully designed dashboard is intended to aid in effective daily planning. By seamlessly integrating with various trading platforms, it compiles information on transactions and pricing, providing users with instant valuations of their accounts. Additionally, the social networking component allows users to comment on a wide range of entities and track changes over time. The platform's integrated CRM+ system simplifies the management of interactions with prospects, clients, households, beneficiaries, grantors, and other relevant parties involved in trust management. Whether working from a traditional office or on the go, users can effortlessly manage and respond to client inquiries through MomentumTRUST’s analytical tools for portfolios. Furthermore, the platform boasts secure in-system scanning and document storage functionalities, enabling businesses to efficiently categorize and access files within a cloud-based environment, ensuring that all pertinent information is easily retrievable when necessary. This all-encompassing framework not only boosts productivity but also greatly enhances the level of service provided to clients. In essence, MomentumTRUST equips users with the tools to optimize their workflow and foster stronger client relationships.

What is Momentum P2P?

Create a virtual racetrack tailored for your event that integrates athletic objectives aimed at inspiring your participants’ fundraising efforts. Emphasize each individual’s fitness capabilities, the incentives for achieving sports-related milestones, and their comprehensive athletic journey. Provide thorough maps outlining participants’ courses and share Strava routes to assist them in completing their goals. Incorporate an engaging leaderboard that highlights the top fundraisers, making it clear who is currently ahead in the competition. Easily set up and manage your fundraising websites with ready-made web elements, including fundraising leaderboards, image carousels, video showcases from services like YouTube, and social media feeds from Instagram, all while Momentum takes care of the technical details for you, ensuring smooth updates without requiring a developer's assistance. Furthermore, benefit from high-quality profile and banner images with built-in tools for easy rotation and cropping, while maintaining your email contacts effortlessly through Momentum's user-friendly visual address book and swift selection options. These features collectively guarantee a captivating experience for both participants and donors, fostering community engagement and support for your cause. By leveraging these innovative tools, you can focus on your event's success and make a lasting impact.

Media

Media

Integrations Supported

Integrations Supported

Blackbaud TeamRaiser

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Momentum3

Date Founded

2014

Company Location

United States

Company Website

momentum3trust.com/features/

Company Facts

Organization Name

Edge Web Apps

Company Website

edgewebapps.com/products/momentum-p2p/

Categories and Features

Investment Management

Not specified

Trust Accounting

Not specified

Categories and Features

Fundraising

Not specified

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