MomentumTRUST
This cloud-based software solution offers a dynamic dashboard that presents real-time portfolio snapshots, enabling users to strategically plan their day. Integrated with trading software, it provides instant valuations while its built-in CRM+ and Event Manager facilitate efficient client management and event tracking, enhancing overall operational efficiency.
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Top MomentumTRUST Features
- Real-time portfolio snapshots
- Integrated trading software
- Social network-style notes
- Built-in CRM+ functionality
- Event management tools
- Marketing campaign database creation
- RSVP collection and tracking
- Document scanning and storage
- Cloud-based document retrieval
- User-friendly drag-and-drop interface
- Comprehensive account alerts
- Client-level investment objectives overview
- Group-level asset allocation insights
- Transition between information tabs
- Secure in-system document management
- Direct-to-file scanning capabilities
- Multi-document scanning organization
- Client request response tools
- Mobile access for on-the-go
- Analytics-driven portfolio insights
