Cheetah News
The Cheetah Conference is back—and bigger than ever. From November 10–13, trust and wealth management professionals from across the country will gather to exchange ideas, hear from industry leaders, and discover what’s next in the business of trust.
The initial interaction with a prospective trust client sets the tone for a relationship that can span decades and generations. When someone is ready to
Our clients deserve trainers who truly get it—and that’s exactly what you’ll find in Angie Ashton. Before joining our team, Angie spent decades working inside a large regional bank, doing the very same work our clients do today. At The Hunt, Angie will be leading two exclusive training sessions where you’ll not only learn how Cheetah works, but also how to make it work for you in real-world scenarios.
To enhance efficiency, mitigate risk, and grow their operations, Peak Trust integrated Smartleaf, a system for delivering personalized, tax-optimized portfolio management at scale, with Cheetah, a leading trust accounting system.
The opportunity ahead More wealth than ever is moving into trusts, and savvy RIAs aren’t sitting on the sidelines. To maintain aging books of business
“Winning once is an achievement,” said Adam Unger, CEO of Accutech Systems. “Winning four years in a row is proof that we have something truly special—a relentless focus on our clients, a culture of innovation, and a team committed to making great things happen for other people.”
At our company, we recognized that our clients needed more than incremental improvements. They needed a transformative wealth management solution that would help them grow, operate efficiently, and deliver exceptional service to their own clients.
National Exchange Bank & Trust selected Cheetah’s trust accounting software integrated with AssetMark’s wealth management platform, a first-of-its-kind solution in the trust industry. By combining trust and investment capabilities, the bank is evolving into a competitive wealth management provider.
In an industry where margins matter and expectations are rising, sticking with outdated technology isn’t just inefficient—it’s risky.
Whether the motivation is to grow, reduce cost, or simply survive, trust providers and wealth managers can no longer afford to dance with the devil they know.