Cheetah News
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.
For generations, trust clients favored security and stability over performance and growth, prioritizing low-risk, low-return investments and set-it-and-forget-it strategies. Those days are over.
Headquartered in Gainesville, Texas, First State Bank implemented the new Cheetah and AssetMark unified wealth management solution in January 2024, and the results have been “powerful and compelling” according to Curtis Groves, Senior Vice President of Wealth Management & Trust.
According to Cheetah Executive Director Brandon Jeffress, “Investors are seeking a full-service organization that can serve them across their entire wealth and trust portfolio. They’re looking for a unified, frustration-free experience. As part of this convergence, you must meet clients where they are.”
A crossover is happening between the fiduciary and investment worlds, “with an increased emphasis on managing trust assets with the efficiency and data-driven scalability of a Registered Investment Advisory.” Cheetah and AssetMark are addressing this paradigm shift, according to consultant Michael J. Dixon.