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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
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