ImpaQt plus

ImpaQt plus

swissQuant
MomentumTRUST

MomentumTRUST

Momentum3
+
+

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About

ImpaQt plus is an end-to-end stand-alone application for private banks. Covering the entire advisory process from client profiling to portfolio-construction to pre-trade suitability checks over portfolio analytics to reporting and trade execution. This tool is the client advisor’s key to success. The products we offer can be adapted to meet the needs of organizations in almost any industry. Having realized over 250 projects across a dozen industries makes us a trusted leader for challenging tasks resulting in scalable technology with measurable client benefit. Discover for yourself the reasons our clients are satisfied and keep coming back for more. Digital is about unlocking growth potential now, speed and sophistication matter. In today’s competitive environment we can proudly say that our products and services provide some of the quickest and most sophisticated algorithms within Europe as well as worldwide.

About

When you log into MomentumTRUST you are presented with a dashboard displaying real-time portfolio snapshots of key account factors. The dashboard is designed to help you strategically plan your day. Integrated with trading software, the dashboard pulls transactions and pricing to provide users with real-time valuations of all customer accounts. The social network style lets users leave notes on almost any entity and track those over time. MomentumTRUST’s built-In CRM+ allows you to efficiently track and connect prospects, accounts, households, beneficiaries, grantors and third-party relationships related to trust management. Whether you are in the office or on-the-go, easily review and respond to client requests with MomentumTRUST’s portfolio analytics tools. MomentumTRUST’s secure, in-system scanning and storage allows your business to easily organize, file and retrieve documents in a cloud-based environment.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Private banks searching for an application to cover their entire advisory processes

Audience

Companies searching for a cloud-based software solution that integrates CRM, portfolio accounting, analytics, and document management

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

swissQuant
Switzerland
www.swissquant.com/en/all-products/

Company Information

Momentum3
Founded: 2014
United States
momentum3trust.com/features/

Alternatives

Alternatives

Pacer

Pacer

SS&C Technologies
InnoTrust

InnoTrust

Innovest Systems
MAUI

MAUI

Infovisa
VISE

VISE

Vise

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim ImpaQt plus and update features and information
Claim ImpaQt plus and update features and information
Claim MomentumTRUST and update features and information
Claim MomentumTRUST and update features and information