Cheetah mobile application
Conduct business anywhere, anytime
on your smartphone
Untether from your workspace
Business development is critical. But if you’re tethered to your desk, it’s hard to grow. You need a mobile-friendly wealth management platform that can help you build your business on the go.
Set yourself up for success and download Cheetah’s mobile app.
Take your business on the go
Grow your network and
your business
Build your business from anywhere at anytime. Access and manage your wealth accounts through Cheetah’s mobile app.
- Download the mobile app directly from Cheetah at no additional cost.
- Compatible with iOS and Android devices.
Meet clients
where they are
Provide the type of quick, convenient service that leads to improved retention and satisfied clients.
- Impress clients by accessing their accounts wherever you are.
- Approve transactions, edit account information, or set account-related tasks.
- Perform account maintenance on-the-spot.
Have confidence in
your security
Track all mobile application activity in Cheetah web logs for reliable audit trails and manage user access for tracking and compliance of off-site account access.
See the challenges.
Spot the opportunities.
Trust and wealth management isn’t what it used to be. Technology, talent, and client expectations are shifting fast, and sticking to the same old approach won’t cut it. Outpace: A Guide to Navigating Today’s Challenges of Trust and Wealth Management breaks down what’s happening and how firms like yours can move faster, work smarter, and stay ahead of the competition.
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