MomentumTRUST

MomentumTRUST

Momentum3
NOBL

NOBL

Paulmar Group
+
+

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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.

About

NOBL is a new generation of agency management system that, unlike other systems, has its focus on the management of insurance trust account daily operations and premium financial solvency. NOBL leverages the benefits of new trust ledger accounting and unique trust account outsourcing technology. NOBL offers P&C insurance agencies maximum workflow optimization and an unprecedented increase in operating efficiency. NOBL services are similar to the payroll service, agencies provide source documents; Paulmar, the outsourcing partner, manages premiums and returns premiums from the time they are transacted until they are fully disbursed to legal owners. Implemented with new accounts and renewals; no disruption to the agency’s ongoing business will occur. This unique technology is ready. NOBL will significantly enhance performance to render P&C independent agencies more productive and significantly more efficient.

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

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

Audience

P&C insurance agencies to manage their financial and trust account daily operations

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

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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

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

Company Information

Paulmar Group
Founded: 2009
United States
www.paulmartrustaccounting.com

Alternatives

Alternatives

Noble*Direct

Noble*Direct

Noble House
Momentum QMS

Momentum QMS

Momentum Systems

Categories

Categories

Integrations

No info available.

Integrations

No info available.
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