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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Establish a digital racetrack for your event and incorporate athletic goals to motivate your participants’ fundraising initiatives. Highlight each participant's current fitness levels, the awards for reaching athletic milestones, and their overall progress in athletics. Provide detailed maps of participants' routes and share Strava paths for them to complete. Include an interactive leaderboard to showcase the top fundraisers, making it easy to see who is leading the pack. Effortlessly create and maintain your fundraising websites with pre-designed web components, such as fundraising leaderboards, image sliders, video displays from platforms like YouTube, and feeds from Instagram, all while Momentum handles the technical aspects for you, allowing for seamless updates without the need for a developer. Additionally, enjoy high-resolution profile and banner images with integrated tools for rotation and cropping, while managing email contacts with ease through Momentum's intuitive visual address book and quick selection features. All these tools ensure an engaging experience for both participants and donors alike.

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

Screenshots View All

Screenshots View All

Integrations

Blackbaud TeamRaiser

Integrations

Blackbaud TeamRaiser

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

Edge Web Apps

Website

edgewebapps.com/products/momentum-p2p/

Vendor Details

Company Name

Momentum3

Founded

2014

Country

United States

Website

momentum3trust.com/features/

Product Features

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

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

Alternatives

Alternatives