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.
Cheetah + AssetMark: Two best-in-class providers joined forces, and it’s helping to pay off for a Texas bank
A first-of-its kind wealth management solution Headquartered in Gainesville, Texas, First State Bank implemented the new Cheetah and AssetMark unified wealth management solution in January
Trends in Trust with Brandon Jeffress
According to Cheetah Executive Director Brandon Jeffress, “Investors are seeking a full-service organization that can serve them across their entire wealth and trust portfolio. They’re looking for a unified, frustration-free experience. As part of this convergence, you must meet clients where they are.”
How Cheetah + AssetMark are helping solve the talent shortage
A crossover is happening between the fiduciary and investment worlds, “with an increased emphasis on managing trust assets with the efficiency and data-driven scalability of a Registered Investment Advisory.” Cheetah and AssetMark are addressing this paradigm shift, according to consultant Michael J. Dixon.