Cheetah

A modern, scalable solution for growth-minded wealth managers.

Outrun the competition with a platform built for speed.

Wealth management isn’t what it used to be. The great wealth transfer is here, which means you’re dealing with a new set of clients with new goals and expectations about their wealth journey. You’re trying to grow AUM, but competition feels frightfully fierce in the changing market.

Trust officers, wealth managers, and investment managers need tools that work for them — modern and agile solutions that keep clients engaged, scale with business growth, and adapt to an ever-changing market.

All your wealth management needs in one solution.

Modernize the way you do business.

Automated processes and workflows make your team more productive and scale your operations as you grow your AUM and take on more clients.

Make better business decisions

Find out what’s driving your growth (or holding you back) with a business intelligence solution that unlocks key data points and trends.

Elevate the client experience.

Upgrade the wealth journey for every client with mobile and online access to their trust and wealth accounts.

Get back time in your workday.

Save time in the onboarding process by automating your account opening workflow and collecting all documentation in one consolidated system.

Work from anywhere at anytime.

Untether from your workspace with a mobile app built for trust and wealth managers.

Manage portfolios your way.

Manage your book of business your way with an adaptable system that allows you to tailor your investment workflows.

Make great impressions that last.

Deliver high-quality branded portfolio presentations crafted uniquely for your clients using streamlined proposal generation.

Take the limits off your software ecosystem.

Maximize efficiency by integrating your core wealth management solution with the third-parties and software that drive your business.

Don't get left behind.

Start your journey to a more secure future now.
Contact us to request a consultation and demo of Cheetah.

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All your wealth management needs in one solution

Cheetah is a comprehensive trust and wealth management solution for every step of the financial life-cycle. The Cheetah suite does the heavy lifting for you, so you can focus on what matters most – growing your business.

Increase your efficiency with an intuitive design and streamlined workflows
Automate processes
Reduce IT costs with cloud technology
Track key performance indicators in real time
Offer your clients on-demand account access
Manage investments
Integrate financial planning
Centralize operations
Schedule and manage fees

Cheetah capabilities

Cheetah excels as a trust accounting and investing tool. But that’s not all it does. We leverage other technologies to deliver a comprehensive business solution.

Business intelligence and analytics

Cheetah INSIGHTS enables you to visualize and analyze data so that you gain a better understanding of the trends that power your business.

Digital account opening workflow

Cheetah FLOW streamlines and automates client onboarding with digital technology that wins you customers and boosts your productivity.

Account access for your clients

Cheetah PORTAL provides your clients with access to their information, all in a single location.

Mobile companion app

CheetahGO, the free mobile companion app to Cheetah, allows trust administrators and officers to perform tasks while traveling or meeting with prospects and clients.

Automated proposal generation

Cheetah PROPOSAL is a proposal generation workflow system that builds custom investment portfolio proposals in minutes.

Tax service

Cheetah TAX enables you to efficiently produce client tax forms and corresponding IRS files, reducing dependence on third-party processing vendors.

Asset pricing

Cheetah EXCHANGE delivers timely and accurate asset pricing and market analytics directly to Cheetah.

Integrations with your other software

Cheetah CONNECT processes information requests and returns data to the requesting system. Our powerful API library can also process requests to store new incoming data or update existing data in the Cheetah database.