Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Many business intelligence (BI) tools tend to be complex, expensive to master, or necessitate the involvement of a specialist for implementation. As a result, numerous companies invest heavily in initial software fees and rely on external consultants to construct their business reporting systems from scratch. In contrast, Snapshot provides an instant download along with a comprehensive library of community-created dashboards that can be customized or generated with ease. This allows for a remarkably swift return on investment. The Snapshot platform revolutionizes the way small, medium, and large enterprises analyze and access their data. With its risk-free model, Snapshot ensures businesses can enjoy a rapid return on their investment. Users can effortlessly download Snapshot from its official website and have it installed on their desktops in no time. Gone are the days of waiting for business intelligence data to be processed, as you can take an existing community dashboard and modify it to align perfectly with your business needs. Additionally, the tool allows for integration of various data sources from different SQL databases, enhancing its versatility even further. This level of flexibility makes Snapshot an appealing choice for businesses looking to optimize their data management processes.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$95 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Momentum3
Founded
2014
Country
United States
Website
momentum3trust.com/features/
Vendor Details
Company Name
Plus Software
Country
China
Website
www.plussoftsolutions.com/snapshot-bi/
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
Trust Accounting
Accrual Accounting
No
Activity Tracking
No
Asset Gain & Loss Reporting
No
Check Writing
No
Compliance Management
No
Cross Ledger Posting
No
Customer Statements
No
Fee Calculation & Posting
No
Receipt Management
No
Tax Management
No
Product Features
Business Intelligence
Ad Hoc Reports
No
Benchmarking
No
Budgeting & Forecasting
No
Dashboard
No
Data Analysis
No
Key Performance Indicators
No
Natural Language Generation (NLG)
No
Performance Metrics
No
Predictive Analytics
No
Profitability Analysis
No
Strategic Planning
No
Trend / Problem Indicators
No
Visual Analytics
No