Project Description

MomentumTrust

Industry: FinTech

Project Details


Investment and trust portfolio management software

A client came to us looking for a new solution to replace a legacy system and to handle a large part of their operations. We designed, developed and delivered a cloud-based, all-in-one Advanced CRM, Marketing Event Manager, Account Manager with Portfolio analytics and paperless document management software solution that integrated with their accounting and trading systems to provide real-time account information.

This product has become a commercial software solution and is marketed to Trust Companies across the nation.

View MomentumTrust’s website for more information.

Technology Used


Technology Used


Microsoft Azure Logo C# SQLServer JS

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