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Description
Engage in real-time collaboration, effective communication, and extensive customization to ensure team alignment. Maintain task relevance effortlessly by integrating them with commits, branches, and pull requests, ensuring they are always up-to-date. Prioritize and monitor bugs closely to ensure timely resolutions and improvements. Structure work into sprints, milestones, and releases to facilitate seamless team coordination. Foster inter-organizational connections to enable smooth product launches without complications. Work hand-in-hand with engineering and design teams to streamline the organization of product launches. Keep the momentum going by regularly communicating progress at every stage of the project. Ensure that key stakeholders remain informed and connected through real-time chat options. Centralize the tracking of requests from various teams to effectively manage and plan future tasks. Strategically plan sensitive assignments by collaborating only with necessary participants. Involve clients in the process to enhance collaboration, keep them informed on developments, and engage in discussions about ongoing projects, ultimately leading to more successful outcomes. This holistic approach ensures that all parties are aligned and working towards shared objectives.
Description
Upon logging into MomentumTRUST, users encounter a dashboard that showcases real-time snapshots of vital account metrics for their portfolios. This dashboard is crafted to facilitate strategic daily planning. By integrating with trading software, it aggregates transactions and pricing, thus offering users immediate valuations of all customer accounts. The social networking feature enables users to leave comments on nearly any entity and monitor changes over time. MomentumTRUST’s built-in CRM+ system streamlines the process of tracking and connecting with prospects, accounts, households, beneficiaries, grantors, and other third-party relationships involved in trust management. Whether you are working from the office or while traveling, you can conveniently assess and address client inquiries using MomentumTRUST’s portfolio analytics tools. Moreover, the platform's secure, in-system scanning and document storage capabilities allow businesses to efficiently organize and retrieve files within a cloud-based framework, ensuring that all necessary information is readily accessible when needed. This comprehensive approach not only enhances productivity but also significantly improves client service.
API Access
Has API
API Access
Has API
Integrations
5X
BOSCO
CorralData
Discord
Ema
Figma
Fivetran
GitHub
GitLab
Guru
Integrations
5X
BOSCO
CorralData
Discord
Ema
Figma
Fivetran
GitHub
GitLab
Guru
Pricing Details
$6.99 per user per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Height
Website
height.app/
Vendor Details
Company Name
Momentum3
Founded
2014
Country
United States
Website
momentum3trust.com/features/
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Product 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