How Cheetah delivered for you in 2023

Year in review graphic.

It’s been quite a year for our team at Cheetah! From rolling out new brands and new products to connecting with Cheetah users at The Hunt, it’s been our honor to serve 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. Your partnership and your success is the driving force behind Cheetah. We valued the time we were able to engage with you during onsite visits, learn more from you in feedback sessions, and get to know you more as we discovered your goals for your company’s future. 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. We’re also proud to look back on all Cheetah accomplished in 2023.

We elevated Cheetah

In February, Accutech introduced Cheetah as its own business unit. Cheetah is now the provider for the groundbreaking wealth management platform, Cheetah, and its complementary solutions.

We released a proposal generation solution

In May, Cheetah released its newest solution, a proposal generator that streamlines the portfolio proposal process. Through automating the laborious and task-heavy steps in creating a unique proposal, Cheetah’s new capability can help you save you time, make great first impressions to your prospects, and offer a personalized wealth experience from the start.

The 8.4 release delivered sustainability

While you might not have noticed big cosmetic updates to Cheetah, it got quite the makeover on the back end! The September Cheetah release came with several system performance improvements for better loading times and faster use, heightened security protocols to keep your and your clients information secure, updated report formatting so you can edit and produce reports more efficiently, cryptocurrency support, and a unified architecture across mobile, web, and cloud meaning you get a seamless Cheetah experience on any device or operating system.

We listened to your requests

Cheetah 8.5 release: October’s Cheetah release was all about fulfilling requests from the Cheetah Innovation Center. With this release, you get to experience operational enhancements, like improved sweep reporting, enhancements to the report and export scheduling view, and additional search criteria and filters to help find and evaluate information more easily.

The Hunt was a smashing success

It was our honor to connect clients, partners, prospects, and staff at this year’s annual client conference, the Hunt! We hosted nearly 200 people in Greenville, South Carolina, for a week of learning, inspiration, and fun. Save the date for the Hunt 2024, which will be November 12 – 15 in Nashville, TN!

We made taxes easier

Tis the season for taxes! Whether you’re in the middle of tax reporting and form generation or preparing for the work ahead, Cheetah’s December update has you covered with updated forms and features to help make this time of year a little less, well, taxing.

Thank you

It’s been our honor to serve you over the last year, and we look forward to bringing you more enhanced experiences and solutions in 2024. Technology is never done – there’s always an update that could be made or a feature that needs fixed. However, our team is dedicated to making Cheetah the best solution for you and the market so you can scale efficiently, grow impactfully, and make great things happen for other people.

From our team to yours – Happy Holidays!


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