Helping trust companies build their wealth services

Modern portfolios
made easy

Investments are evolving, and clients are wanting more from their trust companies. They seek comprehensive insights into the full picture of their wealth, anticipating future opportunities and relying on your expertise to deliver. The good news — Cheetah equips trust organizations with the tools to navigate this shift and grow.

Serve your clients in a way that’s efficient, cost-effective, and profitable.

Scalable investment capabilities

Solutions for
every investor

Each investor has unique preferences. Whether your clients prefer standardized portfolios or personalized strategies like separately managed accounts (SMAs), you can offer tailored investment solutions with Cheetah.

Tools for
complex investments

Stay ahead in executing sophisticated investment strategies within a trust framework. As investments become increasingly complex, leverage advanced tools and expertise.

Confidence to grow
your services

Empower your organization to embrace the future of the trust and wealth management industry. Navigate market complexities with confidence to provide exceptional service and drive growth.

Make better decisions

Contact us to schedule your free consultation today.