Choosing the right trust accounting software is no small decision.
Trust departments face increasing pressure to streamline operations, ensure compliance, and deliver a better client experience — all while navigating the complexities of legacy systems and disjointed technologies.
If you’re evaluating your options, it’s not just about ticking boxes for features. It’s about finding a system that fits your institution’s needs today — and scales for tomorrow. Here’s what to look for in trust accounting software, and why Cheetah delivers a solution that’s built for modern trust operations.
Addressing common challenges in trust operations
Many trust departments struggle with disconnected systems that create inefficiencies, communication breakdowns, and time-consuming manual processes. The best trust accounting software brings everything together through powerful integrations, real-time data access, and intuitive workflows.
As Solutions Consultant Dallas Bergman put it, “Cheetah is built to solve the problems trust departments are facing today — and the ones they haven’t even thought of yet.”
One way it does that is through one of the largest API libraries in the industry — reducing the need for workarounds, minimizing tool-switching, and freeing up more time to focus on clients. An API library is essentially a set of tools that allows Cheetah to connect and share data seamlessly with other platforms, making it easier for trust departments to create a unified system.
Key features that make the difference
When evaluating software, look for features that go beyond basic reporting. The right platform should help you operate more efficiently, make smarter decisions, and better serve your clients.
Must-have features include:
- Automation and business intelligence tools to reduce manual workloads
- Transparent, real-time portfolio reporting
- Cloud-native infrastructure for always-on access and automatic updates
- Role-based dashboards and custom workflows
Unlike platforms that were retrofitted for the cloud, Cheetah was built for it. Reports are current, accessible, and visually intuitive — no outdated downloads or slow uploads. It’s a modern experience from the ground up.
Seamless conversion and exceptional support
Switching systems can feel risky — but a smooth transition is possible with the right partner. Cheetah offers a comprehensive conversion process that includes two trial go-lives, onsite support during implementation, and a dedicated onboarding window that extends through the first month.
What sets Cheetah apart is their commitment to a “clean transfer” of data. Powered by Amazon Web Services (AWS), the platform ensures secure migration and peace of mind from day one.
Built for compliance and security
Trust departments require airtight compliance. Cheetah is designed to meet evolving regulatory standards while maintaining the highest levels of data protection. Sensitive client information is safeguarded through end-to-end encryption and secure cloud infrastructure.
Customization and scalability
Not every institution operates the same way — and your software should reflect that. Cheetah is customizable by role, meaning users see exactly what they need and nothing they don’t. Whether you’re a financial advisor, operations leader, or compliance officer, the experience adapts to your workflow.
And as your business grows, Cheetah scales with you — offering performance without sacrificing flexibility.
Looking ahead — future-focused innovation
Cheetah is constantly evolving to meet the future of trust and investment management. As more banks and trust departments invest in enhancing their client experience, Cheetah is refining its own client portal to meet that demand head-on.
With a strong focus on investments and performance reporting — particularly as the lines between trust services and RIAs continue to blur — Cheetah is building tools to serve the future of the industry, not just its past.
When it comes to trust accounting software, the best solution is one that brings everything together — securely, efficiently, and intelligently. Cheetah delivers the agility and clarity trust departments need to operate with confidence.
