Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Social Security Timing® Software is designed to assist you in refining your clients' strategies for claiming Social Security, thereby enhancing their overall retirement wealth. Navigate the intricacies of Social Security with ease. By utilizing Social Security Timing, you can determine the precise month and year when your clients should make their claims, as well as the specific amount they will receive upon passing the earnings test, potentially boosting their retirement income by as much as $100,000. The software includes a pivotal feature, What’s at Stake, which highlights the critical differences between merely good and optimal decisions regarding Social Security access. Additionally, the Break-even Chart allows you to analyze which strategy yields the best results across various life expectancy scenarios. Furthermore, the software can automatically generate the four most frequently encountered alternatives tailored for married couples, making it easier for you to present comprehensive options to your clients. Overall, this tool empowers financial advisors to make informed decisions that significantly impact their clients' financial futures.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$49.99 per user 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
Yes
Live Rep (24/7)
Yes
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
Yes
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
Covisum
Founded
2016
Country
United States
Website
www.covisum.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
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
Yes
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
Yes