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Average Ratings 0 Ratings
Description
Momentum enables companies to enhance and expand their operations by offering adaptable and dependable managed cloud services tailored for communication needs. Our comprehensive range of solutions, which includes global networking, cloud voice, SD-WAN, collaboration tools, and contact centers, ensures seamless communication is possible anytime and anywhere.
At Momentum, we focus on delivering top-tier managed cloud services that empower individuals to connect more effectively and swiftly. We pride ourselves on prioritizing customer satisfaction and are dedicated to supporting the growth and success of your business in an ever-evolving landscape.
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
Cisco Webex
Microsoft Teams
Pricing Details
No price information available.
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
Momentum
Founded
2001
Country
United States
Website
gomomentum.com
Vendor Details
Company Name
Momentum3
Founded
2014
Country
United States
Website
momentum3trust.com/features/
Product Features
Business Phone Systems
Call Logging
Call Monitoring
Call Recording
Call Routing
Employee Directory
IVR / Voice Recognition
Mobile Access
Virtual Call Center
Web Conferencing
Business VoIP
Call Parking
Call Recording
Contact Management
Encryption
IVR / Voice Recognition
Ring Groups
SIP Trunking
Unified Communications
Voice Quality Enhancement
Call Center
Blended Call Center
Call Logging
Call Recording
Call Scripting
Campaign Management
Database
Escalation Management
IVR / Voice Recognition
Inbound Call Center
Manual Dialer
Outbound Call Center
Predictive Dialer
Progressive Dialer
Queue Management
Real-time Chat
Reporting/Analytics
Cloud PBX
Call Recording
Call Routing
IVR / Voice Recognition
Ring Groups
SIP Trunking
Virtual Extensions
Web Conferencing
SD-WAN
Application Delivery Control
Centralized Orchestration
Dynamic Path Selection
Multi-Cloud Management
Policy-based Management
VPN
WAN Optimization
Zero-Touch Provisioning
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