Built in Partnership with Trust Managers
Do you find yourself frustrated with opening and closing multiple software systems to answer your client’s questions or to complete simple day-to-day trust management tasks? MomentumTRUST was developed in partnership with a highly respected trust company specifically to solve these and other daily challenges that many trust managers face.
MomentumTRUST is a cloud-based, all-in-one Advanced CRM, Marketing Event Manager, Account Manager with Portfolio Analytics and Paperless document management software solution that integrates with your accounting and trading systems to provide real-time account information.
Book a demo and learn how you can instantly increase efficiency, improve customer relations and gain valuable time back with MomentumTRUST software.
The MomentumTRUST dashboard displays real-time portfolio snapshots of key account factors and real-time valuations. The dashboard is designed to help you strategically plan your day providing useful information including High Cash Accounts, Overdrafts, Accounts Out of Balance, and Upcoming Reviews.
CRM+ Event Manager
MomentumTRUST’s built-in CRM+ Event Manager allows you to connect with clients, contingents, beneficiaries and prospects as well as track, plan and promote events, seminars, parties and marketing campaigns. The built-In CRM+ allows you to efficiently track and connect prospects, accounts, households, beneficiaries, grantors and third-party relationships.
Portfolio Review & Analytics
Easily review and respond to client requests with MomentumTRUST’s portfolio analytics tools. Client level dashboards present an at-a-glance overview of an account’s investment objectives, asset allocations, recent distributions, upcoming distributions, review due date, account recent account notes, and account alerts.
MomentumTRUST’s secure, in-system scanning and storage allows your business to easily organize, file and retrieve documents in a cloud-based environment. User-friendly functionality includes drag-and-drop, direct-to-file scanning and cloud-based storage which allows your business to easily organize, file and retrieve documents.