MAUI

MAUI

Infovisa
MomentumTRUST

MomentumTRUST

Momentum3
+
+

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About

Our full suite of products and services all starts with MAUI®. The engine of our trust accounting platform, MAUI was designed to make trust professionals’ jobs easier. With an intuitive design and powerful, real-time reporting, more and more trust professionals are relying on MAUI to power their growth and meet clients’ needs. We built the most advanced trust accounting application from the ground up. And we keep building. Using constant feedback from users, we’ve created modules that can be added onto the MAUI platform, giving you a robust, scalable, customized solution that helps you take care of your customers. The Infovisa Client Portal is our online portal for you and your clients. Your customers can customize dashboards and view reports to get the information they need in a way that makes sense to them. Customers can also download statements, reducing printing and mailing expenses.

About

When you log into MomentumTRUST you are presented with a dashboard displaying real-time portfolio snapshots of key account factors. The dashboard is designed to help you strategically plan your day. Integrated with trading software, the dashboard pulls transactions and pricing to provide users with real-time valuations of all customer accounts. The social network style lets users leave notes on almost any entity and track those over time. MomentumTRUST’s built-In CRM+ allows you to efficiently track and connect prospects, accounts, households, beneficiaries, grantors and third-party relationships related to trust management. Whether you are in the office or on-the-go, easily review and respond to client requests with MomentumTRUST’s portfolio analytics tools. MomentumTRUST’s secure, in-system scanning and storage allows your business to easily organize, file and retrieve documents in a cloud-based environment.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies seeking an accounting platform to improve their financial operations

Audience

Companies searching for a cloud-based software solution that integrates CRM, portfolio accounting, analytics, and document management

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Infovisa
Founded: 1992
United States
www.infovisa.com/maui

Company Information

Momentum3
Founded: 2014
United States
momentum3trust.com/features/

Alternatives

Alternatives

TotalTrust

TotalTrust

Exhibit One Software
i-Trust

i-Trust

Golden Omega
Momentum QMS

Momentum QMS

Momentum Systems
Soluno

Soluno

Devlos Software

Categories

Categories

Trust Accounting Features

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Integrations

MoneyGuide

Integrations

MoneyGuide
Claim MAUI and update features and information
Claim MAUI and update features and information
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