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.
Inside the trust industry’s biggest shift
The industry’s talent pipeline is shrinking just as the Great Wealth Transfer arrives. Learn how top-performing trust departments are using technology and strategic outsourcing to prepare right now.
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.
Planning: How Orrstown Bank strengthened client conversations and improved efficiency with Cheetah Financial Planning
At Orrstown Bank, financial planning is driven by collaboration and a commitment to clarity. Financial Investment Advisor Colin Fry partners with Executive Vice President and
Supporting financial planning through strong trust operations
Financial planning does not exist in a vacuum. Behind every recommendation, projection, and client conversation is a foundation of operational data that must be accurate, accessible,
Getting to Know Matt Garrett, Advisor Solutions Team Lead
Explore how Matt Garrett, Advisor Solutions Team Lead, is helping connect financial planning, investing, and trust services to support modern wealth management at Cheetah.