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.
Why trust departments struggle with profitability—and how to fix it
Trust departments are often treated as a necessary but unprofitable part of a bank’s offering.
But what if the lack of profitability isn’t a given? What if it’s the result of internal habits and outdated assumptions?
Bank trust departments: Are they leaving money on the table?
Banks tend to have good reputations and great brand equity in the markets they serve, Stone said. So how can they leverage those advantages to convert depository clients to wealth management customers?
Navigating a world in flux: What investors need to know now
In a recent economic webinar hosted by Cheetah, AssetMark’s Chief Investment Officer Christian Chan and Chief Market Strategist Kezia Samuel helped make sense of the current landscape—and points toward practical steps investors can take to stay steady and strategic.