Account access for your clients
Gain a competitive edge by creating a personalized client experience
Give clients the transparency they’re looking for
Your clients are increasingly tech-savvy. Keeping up with their expectations means providing them with on-demand access to accounts with an interactive and digital portal.
Make your client feel empowered and confident in their wealth journey.
Manage the client experience more effectively
Increase client retention
and impress prospects
Become the client-centric wealth partner your clients need. From their Cheetah account access portal, your clients can easily:
- Access their account from desktop or smartphone application
- Pay or view fees
- Access their holdings and portfolio
- Review investment performance and data
- Request trades or changes to their accounts
- Find statements, tax forms and more
- View transaction history
Represent your brand
and stand out
Create a lasting impression by customizing the client portal with your institution’s branding and logos.
Provide exceptional
client service
Manage all client portal accounts from one location and stay one step ahead of your clients’ questions with easy access to their individual accounts.
Hear from other trust companies
With Cheetah, we can run our business the way it needs to be run and in a way that makes sense for our clients."
Brian Simmons
CHIEF TRUST OFFICER, ICONTRUST
Get serious about the client experience.
Contact us to schedule your free demo today.