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.
Getting to know Shane Pond: Insights from a Cheetah Solutions Consultant
Before joining Cheetah, Shane led a trust company’s transition to modern technology—a process that introduced him to Cheetah and eventually inspired him to join the team.
The 12 Days of Cheetah: Unwrapping the Benefits of Innovation
‘Tis the season to celebrate growth, efficiency, and client success!
Inspired by the classic “12 Days of Christmas,” we’re unwrapping 12 game-changing gifts that Cheetah delivers to trust and wealth management professionals every single day. While we won’t sing (we promise), we hope this festive breakdown brings a smile to your face.
Boosting productivity with an integrated trust administration solution
Financial advisors juggle a multitude of tasks, from investment research and portfolio management to client communication and account administration. Unfortunately, these tasks are often siloed across disparate systems, creating a fragmented workflow.