Average Ratings 1 Rating

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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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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 

Screenshots View All

Screenshots View All

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 

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