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.
Simplicity: How Morton Community Bank’s Trust & Wealth Management Division leveraged Cheetah’s ease-of-use on its way to more than 3X growth
Challenge: Building for the future When Morton Community Bank, a privately owned financial institution in Central Illinois, decided to elevate its trust and wealth management
What do your clients’ kids want?
For decades, wealth managers have built deep relationships with families—guiding them through market highs, estate transitions, and everything in between. But now, a new question is coming into sharper focus: What happens when the next generation inherits those assets?
Wealth Advisor report highlights Cheetah’s role in addressing the trust industry’s talent crisis
A new white paper from Wealth Advisor, titled Scale or Stagnate: How to Survive the Trust Talent Shortage and Thrive with Modern Software, identifies an