Cheetah News

Year in review graphic.
Software

How Cheetah delivered for you in 2023

Before the year comes to a close, we want to take a moment to thank our clients for making it an incredible year. Because of your commitment to Cheetah, we were able to provide constant enhancements and new features that help meet the growing demands of your business.

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John Watts, Managing Director of Cheetah
Digital Transformation

Talking trust trends with Cheetah’s John Watts

In this Q&A, Cheetah Managing Director John Watts looks ahead at 2024 and the trends that are driving change in trust and wealth management. Check it out to understand the response from the financial technology world and why Cheetah is uniquely prepared for the changing marketplace.

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Christian Chan
Leadership

Understand the economic headwinds, tailwinds at the Hunt

Christian Chan is the Chief Investment Officer for AssetMark, a turnkey asset management platform, and will be speaking at the Hunt, Cheetah’s annual user conference, Nov. 14-17, in Greenville, South Carolina. His presentation, “Growth, Stimulus, and Uncertainty,” is at 11 a.m. on Wednesday, Nov. 15.

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Kevin Bannerton
Wealth Management

Learn how to solve the uninsured deposit problem at the Hunt

Kevin Bannerton of R&T Deposit Solutions will explain how you can safeguard large sums of client cash with FDIC insurance, even if those sums exceed the FDIC limit of $250,000. Bannerton will deliver “Benefits of Insured Deposit Programs During a Banking Crisis” at the Hunt, Cheetah’s annual user conference, Nov. 14-17, in Greenville, South Carolina.

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Ryan Nauman of Zephyr
Wealth Management

The biggest appeal of separately managed accounts—freedom

Ryan Nauman, market strategist for Zephyr, is presenting at the Hunt, Cheetah’s national user conference, which takes place Nov. 14-17, in Greenville, South Carolina. His Investment Track session, “The Rise of Separately Managed Accounts and What is Attracting Investors,” will take place at 3:30 p.m. on Thursday, Nov. 16.

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Tim Varner
Leadership

Stay up-to-date on taxes at the Hunt

Even our lawmaker’s most noble efforts can create confusion and unintended consequences. Nowhere is this dynamic more evident than in tax law, and that’s why you need a trusted guide to interpret the landscape for you. That guide is Tim Varner.

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