Cheetah News
Trust management has always required a high level of precision. Today, it also demands a new level of visibility. These departments are now operating in an environment shaped by growing
Peninsula Bay Trust Company is a fast-growing, standalone trust company committed to delivering high-touch, relationship-driven service. After implementing Cheetah’s trust accounting platform, the team recognized
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