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.
What are you on the hunt for?
The Hunt, ’25 Client Conference
November 10-13, 2025
El Conquistador, Tucson, AZ
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.
Why user experience matters for high-net-worth clients
High-net-worth (HNW) clients expect the same level of sophistication and ease from financial technology that they encounter in other areas of their lives. Outdated portals,
The future of trust and wealth management: Join us at the Hunt 2025 conference
The Cheetah Conference is back—and bigger than ever. From November 10–13, trust and wealth management professionals from across the country will gather to exchange ideas, hear from industry leaders, and discover what’s next in the business of trust.
Slow onboarding is costing trust providers clients and revenue
The initial interaction with a prospective trust client sets the tone for a relationship that can span decades and generations. When someone is ready to