Average Ratings 0 Ratings
Average Ratings 5 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
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
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