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What is Trustpak?

Trust accounting is a specific form of bookkeeping that concentrates exclusively on the financial transactions associated with trusts. This practice requires a trustee to carefully record all incoming and outgoing funds that belong to others, maintaining separate ledger accounts for each individual from whom the money is received or for whom it is managed. Many countries have strict regulations regarding trust accounting, often requiring independent auditors to verify adherence to these laws. Since these regulations can change unexpectedly, it is vital to keep your accounting software updated to remain compliant, as failure to do so might threaten your business's viability. Moreover, the software must be designed with user experience in mind; a complicated interface can lead to unnecessary delays in mastering its functions. At Trustpak, we emphasize simplicity by providing all relevant information for each task directly on the main screen, which facilitates efficient operation. This thoughtful design not only conserves time but also significantly boosts the productivity of individuals managing trust accounts. Ensuring that users can navigate the system with ease is essential for fostering a smooth workflow in trust management.

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

$53 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

InfoBiz Solutions

Date Founded

2002

Company Location

Australia

Company Website

www.infobizsolutions.com

Company Facts

Organization Name

Momentum3

Date Founded

2014

Company Location

United States

Company Website

momentum3trust.com/features/

Categories and Features

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

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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