Audience

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

About MomentumTRUST

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.

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Integrations

No integrations listed.

Ratings/Reviews

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Company Information

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

Videos and Screen Captures

MomentumTRUST Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Live Online
Support
Phone Support
Online

MomentumTRUST Frequently Asked Questions

Q: What kinds of users and organization types does MomentumTRUST work with?
Q: What languages does MomentumTRUST support in their product?
Q: What kind of support options does MomentumTRUST offer?
Q: What type of training does MomentumTRUST provide?

MomentumTRUST Product Features

Investment Management

Payroll & Commissions
Performance Metrics
Portfolio Management
Client Management
Commodities
Risk Management
Benchmarking
Fund Management
Accounting Management
Data Import / Export
Bonds / Stocks
Modeling & Simulation
For Investment Advisors
For Investors & Traders
Compliance Reporting

Trust Accounting

Fee Calculation & Posting
Compliance Management
Activity Tracking
Asset Gain & Loss Reporting
Cross Ledger Posting
Tax Management
Receipt Management
Accrual Accounting
Check Writing
Customer Statements