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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Momentum enables companies to enhance and expand their operations by offering adaptable and dependable managed cloud services tailored for communication needs. Our comprehensive range of solutions, which includes global networking, cloud voice, SD-WAN, collaboration tools, and contact centers, ensures seamless communication is possible anytime and anywhere. At Momentum, we focus on delivering top-tier managed cloud services that empower individuals to connect more effectively and swiftly. We pride ourselves on prioritizing customer satisfaction and are dedicated to supporting the growth and success of your business in an ever-evolving landscape.

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.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Cisco Webex Yes 
Microsoft Teams Yes 

Integrations

Cisco Webex No 
Microsoft Teams No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 No 
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) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Momentum

Founded

2001

Country

United States

Website

gomomentum.com

Vendor Details

Company Name

Momentum3

Founded

2014

Country

United States

Website

momentum3trust.com/features/

Product Features

Business Phone Systems

Call Logging No 
Call Monitoring No 
Call Recording No 
Call Routing No 
Employee Directory No 
IVR / Voice Recognition No 
Mobile Access No 
Virtual Call Center No 
Web Conferencing No 

Business VoIP

Call Parking No 
Call Recording No 
Contact Management No 
Encryption No 
IVR / Voice Recognition No 
Ring Groups No 
SIP Trunking No 
Unified Communications No 
Voice Quality Enhancement No 

Call Center

Blended Call Center No 
Call Logging No 
Call Recording No 
Call Scripting No 
Campaign Management No 
Database No 
Escalation Management No 
IVR / Voice Recognition No 
Inbound Call Center No 
Manual Dialer No 
Outbound Call Center No 
Predictive Dialer No 
Progressive Dialer No 
Queue Management No 
Real-time Chat No 
Reporting/Analytics No 

Cloud PBX

Call Recording No 
Call Routing No 
IVR / Voice Recognition No 
Ring Groups No 
SIP Trunking No 
Virtual Extensions No 
Web Conferencing No 

SD-WAN

Application Delivery Control No 
Centralized Orchestration No 
Dynamic Path Selection No 
Multi-Cloud Management No 
Policy-based Management No 
VPN No 
WAN Optimization No 
Zero-Touch Provisioning No 

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 

Alternatives

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