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 Kyle Bean
What motivates Kyle — a former athletic trainer — is service and teamwork. Kyle is an unsung hero for our clients and for our company, and the unsung part doesn’t bother him. He simply wants to see those around him succeed, and it’s satisfaction enough for him to know that he helped.
How Culture Changes Your company with Keynote Speaker Daren Martin
We recently sat down with Dr. Daren Martin, one of the keynote speakers at this year’s Hunt Client Conference, to get a sneak peek into his upcoming session this November. Known as the “Culture Architect,” Daren has spent over 20 years transforming businesses—ranging from Fortune 500 companies to small startups—by helping them build better leaders and an epic culture.
Why you should consider tax-optimized rebalancing with Smartleaf
Smartleaf is integrated into the Cheetah platform for wealth managers who are a client of both companies, making it easy to incorporate tax-optimized rebalancing into your trust operations.