Cheetah News
Cheetah is committed to smooth conversions, and our certifications prove it
If you go through a conversion to Cheetah, you’ll work directly with a project manager who is certified through the Project Management Institute. That’s because all project managers in Cheetah’s Implementation Services division now carry a Project Management Professional certification.
Future-proof your business by asking the right questions
The gap between clients who want an in-person experience and those ready for more digital approaches can be bridged by one element that’s critical to retaining clients and generating new business: relationship building.
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.
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.
What do ultra-marathon training and product development share in common?
“Training is a lot like prioritizing work for Cheetah development. You have to plan how to develop yourself just as you would develop a software product. And it’s not something you can just do overnight.”
Cheetah and AssetMark collaborate to address evolving bank trust and wealth management needs
Together, AssetMark and Cheetah are creating a first-of-its-kind, seamless wealth management solution to address the expanding intersection of trust services and investment services with a digital ecosystem that sets both institutional wealth managers and registered investment advisors up for success.
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.
How to solve the uninsured deposit problem
Kevin Bannerton of R&T Deposit Solutions explains how you can safeguard large sums of client cash with FDIC insurance, even if those sums exceed the FDIC limit of $250,000.
Why trust organizations should be thinking about separately managed accounts
Because you have direct ownership of separately managed accounts, it offers a lot more flexibility, transparency, and customization opportunities with the framework of a managed product, according to Ryan Nauman, market strategist for Zephyr.