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Average Ratings 5 Ratings

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features
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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

Soluno is a cloud-based accounting software and billing software that helps law firms to be more efficient. Law firms can easily manage their business with a complete, intuitive suite of time/expense, billing, accounting and trust features. Soluno's trust accounting, billing and usability, as well as 5-star customer service, will help you work more efficiently and maximize your productivity. Soluno offers data conversions for free from 14 of the most popular solutions in the industry.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

8am CasePeer No 
8am LawPay No 
Clio No 
LawGro No 
LawToolBox No 
Microsoft Outlook No 
NetDocuments No 
Stax No 

Integrations

8am CasePeer Yes 
8am LawPay Yes 
Clio Yes 
LawGro Yes 
LawToolBox Yes 
Microsoft Outlook Yes 
NetDocuments Yes 
Stax Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$49 per month per user
Cost per user decreases as number of licenses goes up. Part-time users share licenses.
Free Trial No 
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 Yes 
Mac Yes 
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) 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 Yes 

Vendor Details

Company Name

Momentum3

Founded

2014

Country

United States

Website

momentum3trust.com/features/

Vendor Details

Company Name

Devlos Software

Founded

2014

Country

Canada

Website

www.soluno.legal

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

Law Practice Management

Billing & Invoicing Yes 
CRM No 
Calendar Management Yes 
Client Portal No 
Conflict Management Yes 
Contract Management No 
Document Management Yes 
Email Management No 
Legal Case Management Yes 
Task Management No 
Time Tracking Yes 
Trust Accounting Yes 

Legal Billing

Accounting Management Yes 
Automatic Billing Yes 
Calendar Management No 
Case Management Yes 
Client Portal No 
Document Management No 
Expense Tracking Yes 
Time Tracking Yes 

Legal Calendar

Case Defined Timekeepers Yes 
Completion Tracking No 
Conflict Management Yes 
Multi-Office Yes 
Reminders No 
Rules-Based Scheduling No 
Staff Calendar No 
Status Tracking Yes 
Task Management No 

Legal Case Management

Billing Management Yes 
Calendar Management No 
Case Notes Yes 
Client Management Yes 
Communication Tracking No 
Conflict Management Yes 
Corporations Yes 
Court Management No 
Discovery Management No 
Docket Management No 
Document Management Yes 
Expense Tracking Yes 
Government Yes 
Law Firms Yes 
Records Management No 
Task Management No 
Time Tracking Yes 
Trust Accounting Yes 

Legal Document Management

Access Controls Yes 
Archiving & Retention No 
Collaboration No 
Contract Management No 
Document Assembly No 
Document Indexing No 
Document Tagging No 
Full Text Search No 
Version Control No 

Trust Accounting

Accrual Accounting Yes 
Activity Tracking Yes 
Asset Gain & Loss Reporting Yes 
Check Writing Yes 
Compliance Management Yes 
Cross Ledger Posting Yes 
Customer Statements Yes 
Fee Calculation & Posting Yes 
Receipt Management Yes 
Tax Management Yes 

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