New help features support the intuitive user experience and the new Momentum ‘Helper’ intelligently alerts a user when they have missed a feature that would save them time. This innovation will help users identify new features to help them get the most out of the system leaving them with more time to spend with clients.
New features are also available for the momentum Home screen. The Home screen can be customised in a similar way to Google or the BBC home page where individuals customize their page with the specific items they want. Momentum now also supports RSS feeds so users can get up to the minute updates on anything from Industry news to the latest world events.
Also new is the system-wide Notes Module. This consolidates all notes in the system meaning notes can be stored against contacts, cases, applications, users, branches or companies. These can then be accessed and used without having to jump to another part of the system.
In these tougher climates with compliance playing a greater part in the sale process, Momentum now has a system wide Audit Module. This consolidates all activity on client and case activity into one place and is accessible from a number of areas to allow audit records to be seen against contacts, cases, applications, users, branches or companies.
David Aylmer, business development and marketing director at TrigoldCrystal said, “We are very excited to announce this first enhancement to Momentum as a new merged company of TrigoldCrystal. Momentum is widely believed to be the most comprehensive yet intuitive system and we hope that these enhancements will further support this position. We promised we would continue to invest heavily in our products so we remain the natural choice for financial advisors and this is proof we are doing so. We will shortly be unveiling new developments to our award-winning Prospector sourcing system and will our new combined strength in development I’m looking forward to announcing new even more enhancements over the coming months. ”
