Cheetah News
Opening a new trust account is never a single-step process. Information must be collected. Documents need to be prepared and reviewed. Internal approvals may involve
For nearly 25 years, Craig Bushong has helped shape the technology behind Cheetah. As Senior Product Manager and Team Lead, Platform, he oversees a wide
For RIAs, growth has always depended on trust. Clients want steady guidance, thoughtful planning, and confidence that the people managing their wealth understand the full
Trust management has always required precision, consistency, and a deep understanding of client needs. But the way trust teams work has changed. Today, teams are
For many organizations, outdated processes are becoming harder to sustain. Manual workflows, disconnected systems, and repetitive operational tasks can slow teams down and limit visibility
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.