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’s John Watts: The industry and our company are at an inflection point
In summer 2022, Cheetah Inc. hired veteran fintech executive John Watts to lead the company’s trust and wealth management business unit. As the unit’s managing director, Watts is responsible for the company’s flagship product, Cheetah software.
How secure is cloud computing?
Companies that are concerned about the security should look to the cloud. Cloud-based providers like AWS, Google, and Microsoft have the industry’s leading security systems protecting millions of their customers around the world.
What do wealth management and baseball have in common?
More than 20 years ago, Oakland Athletics general manager Billy Beane famously applied “sabermetrics”, or baseball-specific statistical analysis, to his player evaluation and decision-making process.