The Power of Strategic Financial Planning
High-net-worth clients are no longer just shopping for a trust provider; they are looking for one person who understands their full financial picture and can coordinate across trusts, investments, taxes, and family goals.
Financial planning is where leadership is established.
Because a financial plan is a living, evolving document, it creates natural opportunities for ongoing, meaningful conversations. This keeps your institution at the center of the client relationship while strengthening generational business retention, ensuring assets stay with your institution as wealth transitions from one generation to the next.
Why Choose Cheetah Financial Planning?
Powered by Moneytree’s industry-leading technology, Cheetah Financial Planning provides the tools needed to deliver better plans, win trust faster, and grow your practice.
Unmatched Accuracy and Satisfaction
You can trust the data behind every recommendation. Moneytree earned the #1 overall satisfaction rating in the 2025 Kitces AdvisorTech Study. It leads the industry in:
- Technical and Tax Accuracy.
- Monte Carlo Simulation Capabilities.
- Comprehensive Planning Functions.
Empower Your Advisors, Delight Your Clients
Cheetah Financial Planning is built for speed and clarity, allowing your team to spend less time behind a computer and more time in front of clients.
- Real-Time Scenario Modeling: Use interactive “what-if” scenarios to visualize the impact of financial decisions instantly.
- Beautiful, Client-Friendly Reports: Simplify complex strategies with clean, visual outputs designed to make clients feel understood.
- Streamlined Workflows: Reduce prep time and automate onboarding, allowing clients to securely provide key information upfront.
A Modern, Integrated Solution
As part of the Cheetah wealth management platform, this integrated planning solution allows growth-minded institutions to oversee trust accounts, manage assets, and conduct trades in one all-encompassing, cloud-based system.
By centralizing operations and integrating financial planning, you can increase efficiency, reduce IT costs, and meet the on-demand expectations of the next generation of investors.
Your Strategic Growth Engine
Turn transactional banking into a lifelong advisory partnership
Cheetah includes a white-labeled, self-service planning portal that integrates seamlessly into your trust services, providing a systematic way to deepen client relationships, grow business, and secure future assets.
- Solve the “Inheritance Gap”: With 70–80% of inheriting clients typically leaving their parents’ institution, Cheetah uses proactive, multi-generational engagement to build relationships with the next generation long before the wealth transfer occurs.
- Uncover Hidden Assets: Use the planning portal’s account aggregation feature to non-intrusively identify assets held at external institutions, allowing you to provide more holistic advice and consolidate a client’s entire wealth picture under your management.
- Boost Retention & Trust: Reduce high acquisition costs—which are 5 to 25 times higher than retention—by shifting from a transactional relationship to becoming a “trusted life partner” through comprehensive planning.
- Targeted Cross-Selling: Gain a holistic view of your client base to identify high-value individuals and provide personalized product recommendations that meet their specific financial goals.
Plan to Grow with Confidence
Don’t let others define your client relationships. Stop thinking like a specialist and start acting like a leader who owns the relationship.
Ready to see Cheetah Financial Planning in action?