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.

Integrations

No integrations listed.

Screenshots and Video

MomentumTRUST Screenshot 1

Company Facts

Company Name:
Momentum3
Date Founded:
2014
Company Location:
United States
Company Website:
momentum3trust.com/features/

Product Details

Deployment
SaaS
Training Options
Online Training
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

MomentumTRUST Categories and Features

Trust Accounting Software

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

Investment Management Software

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