‘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 and a clear view of how Cheetah makes your work easier, smarter, and more productive—all year long.
Day 1: A Single Source of Truth
Like the partridge in the pear tree, a single source of truth is worth celebrating. Cheetah unifies your trust accounting, reporting, and data into one platform, so you can manage accounts with confidence, clarity, and accuracy—no more scattered data or disjointed systems.
Day 2: Two-Way Communication
Collaboration shouldn’t be complicated. Cheetah enables seamless two-way communication between clients, advisors, and teams, ensuring everyone stays on the same page without extra emails, calls, or headaches.
Day 3: Three-Tier Security
Security isn’t optional, it’s essential. With triple-layered security, Cheetah protects your data with encryption, access controls, and advanced monitoring—so you and your clients enjoy peace of mind.
Day 4: Four Pillars of Reporting Power
Customization, clarity, speed, and accuracy—these four pillars form the foundation of Cheetah’s reporting capabilities. Whether you need detailed insights or high-level overviews, our platform delivers the right reports at the right time, tailored to your needs.
Day 5: Five Layers of Insight
Cheetah’s analytics give you five critical layers of insight: dive deep, look broad, stay timely, spot trends, and impress clients. Whether it’s performance metrics or actionable trends, Cheetah empowers you to make better, faster decisions.
Day 6: Six Points of Integration Perfection
Cheetah seamlessly connects with six key areas: tools, platforms, systems, workflows, data streams, and client needs. No matter what your tech stack looks like, Cheetah ensures everything works in harmony, keeping your operations streamlined.
Day 7: Seven Solutions Solving
From managing multi-layered trusts to tackling complex reporting needs, Cheetah provides the tools and flexibility to solve your toughest challenges. Think of it as your go-to toolkit for success.
Day 8: Eight Ways Automation Saves the Day
From reconciliations to reporting, alerts to approvals, workflows to audits, updates to tasks, and notifications to verifications—Cheetah’s automations save you time, reduce errors, and boost your productivity.
Day 9: Nine Clients Smiling
Happy clients are loyal clients. Cheetah helps you deliver fast, accurate, and transparent service that builds trust and keeps your clients smiling—and coming back.
Day 10: Ten Minutes to Insights
Stop waiting for data to make decisions. With Cheetah, you get actionable insights in record time. Whether you’re analyzing portfolios or monitoring trends, you’ll always stay one step ahead.
Day 11: Eleven Steps You’ll Never Do Manually Again
Reconciliations, approvals, updates, rollovers, calculations, checks, reports, verifications, balances, audits, and adjustments—Cheetah makes these processes effortless, eliminating manual steps that drain your time and energy.
Day 12: Twelve Months of Growth
The gift that keeps on giving: measurable, consistent growth. Cheetah fuels your efficiency, scalability, and client success month after month, helping your business reach new heights.
Every day is an opportunity
At Cheetah, we believe every day is an opportunity to help you work smarter, serve your clients better, and grow faster. These 12 gifts are just a glimpse of what our platform delivers year-round.
