MomentumTrust
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.
Technology Used
![Microsoft_Azure_Logo](https://momentum3.biz/wp-content/uploads/2019/10/Microsoft_Azure_Logo.jpg)
![PL-C](https://momentum3.biz/wp-content/uploads/2018/11/PL-C.jpg)
![SQLSERVER2](https://momentum3.biz/wp-content/uploads/2018/12/SQLSERVER2.png)
![PL-JS](https://momentum3.biz/wp-content/uploads/2018/11/PL-JS.jpg)
Technology Used
Clients
![Additional References-Trust](https://momentum3.biz/wp-content/uploads/2018/06/Additional-References-Trust.jpg)