MomentumTRUST Reviews

MomentumTRUST Description

MomentumTRUST provides a dashboard that displays real-time portfolio snapshots for key account factors. This dashboard helps you plan strategically your day. The dashboard integrates with trading software and pulls pricing and transactions to give users real-time valuations for all customer accounts. Social network style allows users to leave notes on any entity and track them over time. MomentumTRUST's built in CRM+ makes it easy to track and connect prospects and households, grantors, grantors, grantors, and third-party relationships that are related to trust management. MomentumTRUST's portfolio analysis tools make it easy to review and respond quickly to client requests, whether you are at work or on the go. MomentumTRUST's cloud-based scanning and storage solutions allow your business to organize, file, and retrieve documents in a secure, in-system environment.