Built for speed
so you grow faster
AGILITY WINS
It’s a fast-paced world out there. Leaders like you need business solutions that empower you to outrun the competition. We built Cheetah trust accounting and wealth management software with a promise to never let you fall behind in technology.
With Cheetah, you’ll be able to spend more time in front of clients and prospects and less time behind a computer.
That’s why growing institutions use Cheetah.
Efficiency. Profitability. Growth.
Succeed now.
Succeed in the future.
Cheetah innovates like no other company in the trust and wealth management industry. Our platform is modern, cloud-based, and capable of accommodating the next generation of investors and their on-demand, self-service lifestyle. We are the preferred provider for firms that think differently and value innovation.
A business partnership bigger than software
Let us handle your day-to-day operations, so you can focus on what matters most.
Business Process Outsourcing
Mitigate the risk of employee loss, reduce operation costs, and increase profits when you partner with Business Process Outsourcing to perform daily business operations. With our Business Process Outsourcing team, you can:
- Keep your staff free and flexible to focus on your customers and grow your business.
- Invest in your business by limiting your operational costs, increasing efficiencies, and managing staff with a scalable model.
- Automate manual processes and reduce opportunities for error.
- Meet regulatory expectations by having multiple layers of backup and support.
- Mitigate risks or losses associated with employee management and turnover.
PRESS RELEASE: Four-peat—Accutech Systems earns spot on Inc. 5000 list for the fourth consecutive year
“Winning once is an achievement,” said Adam Unger, CEO of Accutech Systems. “Winning four years in a row is proof that we have something truly special—a relentless focus on our clients, a culture of innovation, and a team committed to making great things happen for other people.”
The relentless pursuit of innovation: A CEO’s perspective on growth
At our company, we recognized that our clients needed more than incremental improvements. They needed a transformative wealth management solution that would help them grow, operate efficiently, and deliver exceptional service to their own clients.
TRANSFORMATION: How National Exchange Bank & Trust reimagined trust services with Cheetah and AssetMark
National Exchange Bank & Trust selected Cheetah’s trust accounting software integrated with AssetMark’s wealth management platform, a first-of-its-kind solution in the trust industry. By combining trust and investment capabilities, the bank is evolving into a competitive wealth management provider.