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.