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Average Ratings 1 Rating

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ease
features
design
support

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 

Screenshots View All

Screenshots View All

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 
Trello 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 
Trello 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 

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