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.
OUTSOURCING: How Bath Savings Trust Company achieved efficiency and growth with Cheetah BPO
Bath Savings Trust Company, a subsidiary of Bath Savings Institution, has a rich legacy as the third oldest bank in Maine, established in 1852. In
CONSULTATION: How tailored advice helped The Honesdale National Bank deliver white-glove service
The Honesdale National Bank, a long-standing community financial institution in Pennsylvania with over a century of trust services expertise, partnered with Cheetah personnel to optimize
The Great Wealth Transfer is Here. Now What?
The reality is clear—many firms are struggling to connect with younger heirs, and traditional engagement strategies are falling short. To stay ahead, advisors must rethink how they build relationships, deliver services, and integrate technology. The firms that fail to evolve risk losing assets and relevance in an industry undergoing pivotal change.