Average Ratings 1 Rating
Average Ratings 0 Ratings
Description
We unleash human momentum with collaboration, connectivity, and communications technology. All business is human—and when custom technology empowers human ingenuity, people and companies thrive. High performing teams do more, achieve more, and win more. Companies become agile, efficient, and resilient. Our team takes pride in making technology easy and cost effective. We love what we do—and it shows in the way we partner with you, from our first conversation to ongoing post-install support. Working with over 30,000 customer locations in 65+ countries, we deliver straightforward, secure, and scalable global managed services and advanced collaboration and communications solutions. Together let’s build your human momentum.
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
Yes
API Access
Has API
No
Integrations
BroadConnect Team-One
Yes
Calix Cloud
Yes
Cisco AnyConnect
Yes
IBM Cloud
Yes
KANDY
Yes
Lumen
Yes
Microsoft 365
Yes
Microsoft Teams
Yes
Oracle Cloud Infrastructure
Yes
Integrations
BroadConnect Team-One
No
Calix Cloud
No
Cisco AnyConnect
No
IBM Cloud
No
KANDY
No
Lumen
No
Microsoft 365
No
Microsoft Teams
No
Oracle Cloud Infrastructure
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
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
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)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
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 VoIP
Call Parking
Yes
Call Recording
Yes
Contact Management
Yes
Encryption
Yes
IVR / Voice Recognition
Yes
Ring Groups
Yes
SIP Trunking
Yes
Unified Communications
Yes
Voice Quality Enhancement
Yes
Call Center
Blended Call Center
Yes
Call Logging
Yes
Call Recording
Yes
Call Scripting
Yes
Campaign Management
Yes
Database
Yes
Escalation Management
Yes
IVR / Voice Recognition
Yes
Inbound Call Center
Yes
Manual Dialer
No
Outbound Call Center
Yes
Predictive Dialer
Yes
Progressive Dialer
Yes
Queue Management
Yes
Real-time Chat
No
Reporting/Analytics
Yes
Telephony
Auto-Dialer
Yes
Call Center Management
Yes
Call Monitoring
Yes
Contact Management
Yes
IVR / Voice Recognition
Yes
Inbound Reporting
Yes
Outbound Reporting
Yes
Predictive Dialer
Yes
Telemarketing Management
Yes
VoIP
Yes
Voice & Data Integration
Yes
Unified Communications
Audio / Video Conferencing
Yes
Calendar Management
No
Call Recording
Yes
Call Routing
Yes
Chat / Messaging
Yes
Fax Management
Yes
File Sharing
Yes
Mobile Access
Yes
Multi-User Collaboration
Yes
Voice Mail
Yes
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