Cheetah News
Accutech Systems Corp. earned Tech Company of the Year honors Thursday evening at TechPoint’s 2025 Mira gala on Feb. 27.
The award recognizes excellence and innovation in Indiana’s technology community. Accutech Systems earned the award for companies with fewer than 500 employees.
Before joining Cheetah, Shane led a trust company’s transition to modern technology—a process that introduced him to Cheetah and eventually inspired him to join the team.
‘Tis the season to celebrate growth, efficiency, and client success!
Inspired by the classic “12 Days of Christmas,” we’re unwrapping 12 game-changing gifts that Cheetah delivers to trust and wealth management professionals every single day. While we won’t sing (we promise), we hope this festive breakdown brings a smile to your face.
Financial advisors juggle a multitude of tasks, from investment research and portfolio management to client communication and account administration. Unfortunately, these tasks are often siloed across disparate systems, creating a fragmented workflow.
What motivates Kyle — a former athletic trainer — is service and teamwork. Kyle is an unsung hero for our clients and for our company, and the unsung part doesn’t bother him. He simply wants to see those around him succeed, and it’s satisfaction enough for him to know that he helped.
We recently sat down with Dr. Daren Martin, one of the keynote speakers at this year’s Hunt Client Conference, to get a sneak peek into his upcoming session this November. Known as the “Culture Architect,” Daren has spent over 20 years transforming businesses—ranging from Fortune 500 companies to small startups—by helping them build better leaders and an epic culture.
Smartleaf is integrated into the Cheetah platform for wealth managers who are a client of both companies, making it easy to incorporate tax-optimized rebalancing into your trust operations.
The landscape for trust organizations is changing. What once was a well-defined industry with clear boundaries is now seeing an influx of new players, and the competition is no longer just other trust companies. Learn how to adapt and differentiate your trust organization in a crowded market.
A conversion is a form of software implementation wherein a client is transitioning from one platform to another. Software conversions tend to strike fear in the hearts of managers and executives. After all, breaking up is often hard to do, but not if you have Cheetah waiting in the wings.