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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

We unleash human momentum with collaboration, connectivity, and communications technology. All business is human—and when custom technology empowers human ingenuity, people and companies thrive. High performing teams do more, achieve more, and win more. Companies become agile, efficient, and resilient. Our team takes pride in making technology easy and cost effective. We love what we do—and it shows in the way we partner with you, from our first conversation to ongoing post-install support. Working with over 30,000 customer locations in 65+ countries, we deliver straightforward, secure, and scalable global managed services and advanced collaboration and communications solutions. Together let’s build your human momentum.

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

BroadConnect Team-One
Calix Cloud
Cisco AnyConnect
IBM Cloud
KANDY
Lumen
Microsoft 365
Microsoft Teams
Oracle Cloud Infrastructure

Integrations

BroadConnect Team-One
Calix Cloud
Cisco AnyConnect
IBM Cloud
KANDY
Lumen
Microsoft 365
Microsoft Teams
Oracle Cloud Infrastructure

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 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

Telephony

Auto-Dialer
Call Center Management
Call Monitoring
Contact Management
IVR / Voice Recognition
Inbound Reporting
Outbound Reporting
Predictive Dialer
Telemarketing Management
VoIP
Voice & Data Integration

Unified Communications

Audio / Video Conferencing
Calendar Management
Call Recording
Call Routing
Chat / Messaging
Fax Management
File Sharing
Mobile Access
Multi-User Collaboration
Voice Mail

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