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.
Manage your client’s wealth on the go
The most secure and effective way to access client accounts on the go is through a mobile app. This provides a single source of truth for account info, as well as safeguards to verify that information is secure (rather than publicly accessed via the internet).
Plus, it gives wealth managers flexibility to work from anywhere, schedule fees and trades, and even access accounts while meeting with clients.
CheetahGO – the first mobile app built for wealth managers
CheetahGO is the first companion mobile app for a wealth management core system that allows you to conduct business from anywhere at any time. It’s uniquely designed to perform the same tasks as Cheetah – without keeping you tethered to your laptop or desktop computer.
With CheetahGO, you have the flexibility to work remotely, conduct business development off-site, meet with clients in a more approachable manner, and develop relationships so you can keep growing your business. It’s secure, fast, compatible with iOS and Android devices, and comes at no additional cost.
Once you download CheetahGO, you’ll have the power to:
- Access client accounts
- Approve transactions
- Review transaction history
- Review portfolios
- View and schedule trades
- Manage tasks and activities
…all from your mobile device.