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What is Tahaki Pro?

Join the leading platform for monitoring and evaluating NGOs, managing operations, and collecting data effectively. Streamline and consolidate your beneficiary databases to prevent information overload, while also overseeing data related to various programs and services, ensuring they are effectively connected to the beneficiaries. This integration helps to avoid program fragmentation. Utilizing mobile applications for data collection enhances the efficiency of operations in the field. With access to tailored dashboards, you can perform data analysis, uncover trends and patterns, and make informed decisions. Reporting can be automated, allowing for real-time sharing with a variety of stakeholders. Tahaki Pro empowers you to oversee both beneficiary and household databases with user-friendly and dynamic tools. You can easily design sophisticated database structures for beneficiaries, and create unique identifiers for each beneficiary, further enhancing your data management capabilities. This comprehensive approach not only improves operational efficiency but also supports better service delivery to those in need.

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.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$167 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Tahaki Pro

Date Founded

2001

Company Location

Lebanon

Company Website

tahakipro.com

Company Facts

Organization Name

Momentum3

Date Founded

2014

Company Location

United States

Company Website

momentum3trust.com/features/

Categories and Features

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

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