Average Ratings 0 Ratings
Average Ratings 1 Rating
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.
Description
An efficient web application designed for real-time collaboration on wireframes, mockups, diagrams, and prototypes. This comprehensive online design solution is both intelligent and user-friendly, enabling you to quickly envision, test, and validate your concepts through rapid wireframes and intricate mockups. As your team gains traction, you can easily explore and iterate, transitioning smoothly from low-fidelity to high-fidelity designs as your project develops. Collaborate from anywhere in the Cloud, accessing your work on any device without the inconvenience of managing file uploads and downloads. Onboard your collaborators swiftly using a single, streamlined interface that enhances teamwork. The carefully selected design tools offer the essential features and adaptability your team requires, avoiding unnecessary distractions. By keeping all your work within one creative environment, your team can maintain its focus and momentum, effortlessly shifting from diagrams to wireframes and prototypes without the need to switch applications or worry about updates across different platforms. This all-in-one platform empowers teams to enhance their design process and accelerate their workflow effectively.
API Access
Has API
No
API Access
Has API
No
Integrations
Confluence
No
Desktop.com
No
Dropbox
No
Google Drive
No
Indent
No
Jira
No
Jira Work Management
No
Rambox
No
Shift
No
Slack
No
Integrations
Confluence
Yes
Desktop.com
Yes
Dropbox
Yes
Google Drive
Yes
Indent
Yes
Jira
Yes
Jira Work Management
Yes
Rambox
Yes
Shift
Yes
Slack
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$16 per month
Free Trial
Yes
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
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Momentum3
Founded
2014
Country
United States
Website
momentum3trust.com/features/
Vendor Details
Company Name
Evercoder Software
Founded
2012
Website
moqups.com
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
Product Features
Wireframe
Collaboration
No
Desktop Interface
No
Drag & Drop
No
Feedback Management
No
Interactive Elements
No
Mobile Interface
No
Mockup Creation
No
Page Linking
No
Presentation Tools
No
Prototype Creation
No
Revision History
No
Screen Capture
No
Wireframe Creation
No