Cheetah News
Artificial intelligence is quickly becoming part of everyday conversations across financial services, but its role in trust operations is more nuanced. For trust teams, the
The integration connects Cheetah’s trust accounting and administration platform with Orion’s portfolio management and trading capabilities, helping financial institutions compete more effectively and deliver enhanced client service.
At Orrstown Bank, financial planning is driven by collaboration and a commitment to clarity. Financial Investment Advisor Colin Fry partners with Executive Vice President and
Financial planning does not exist in a vacuum. Behind every recommendation, projection, and client conversation is a foundation of operational data that must be accurate, accessible,
Explore how Matt Garrett, Advisor Solutions Team Lead, is helping connect financial planning, investing, and trust services to support modern wealth management at Cheetah.
Data is one of the most valuable assets your institution manages. Beyond balances and transactions, it represents client relationships, fiduciary responsibility, and regulatory accountability. As
Trust operations are evolving. As portfolios become more complex and fiduciary expectations increase, institutions can no longer afford disconnected systems and manual oversight. Modern trust
As trust and wealth management firms look ahead to 2026, expectations around technology are shifting. Growth, complexity, and rising client demands are pushing firms to
Trust departments rarely struggle because of one major failure. Instead, productivity is chipped away by dozens of small, repetitive tasks that quietly absorb hours each