Deliver Value. Accelerate Growth.
Cheetah Wealth Management™
Comprehensive, cloud-based Trust Accounting and Wealth Management Platform built to deliver an engaging user and client experience.
Why Cheetah Wealth Management
With the Cheetah Wealth Management Platform, every tool you need to manage wealth is at your fingertips in one place. We believe that’s the easiest way for you to work, and we like to think that’s why over 250 clients love us.
Exceptional Client Experience
Business Intelligence & Analytics
Robust API Supporting Bi-Directional Integration
Organizational KPI Tracking
Integrated Financial Planning
Exceptional Employee Experience
Highly Efficient Operational Processing
Trusted Conversion for Acquisition Growth
Flexibility When You Need It
Cheetah Add-Ons & Services
The vision behind Cheetah Wealth Management is to rethink how a trust accounting system can leverage current technologies and provide intuitive and efficient mobile solution for the Wealth Management Industry. We built Cheetah from the ground-up utilizing modern technology to deliver a scalable, flexible, and extensible Wealth Management solution.
Add-On
Accutech Data Exchange (ADEX)
Accutech Data Exchange (ADEX) delivers timely and accurate asset pricing and market analytics directly to Cheetah Wealth Management.
- Consolidated Data Reduces Licensing Needs
- Supported Directly By Your Accutech Team
- Integrated Moody’s Ratings Available
- Nightly Pricing Updates
- Full Cheetah Integration
- GICS & Performance Info at Your Fingertips
- Historical Distribution Record
Add-On
Cheetah API
We think your data shouldn’t be locked away. The Cheetah API processes information requests and returns data to the requesting system. It can also process requests to store new incoming data or update existing data in the Cheetah database.
- Create powerful cross-platform dashboards
- Develop unique end-client experiences
- Eliminate silos and monetize data
- Eliminate double or manual data entry
- Create new products and services
- Enable enterprise workflows
Add-On
Accunet
The end-client portal to the system, Accunet, provides your clients access to their information, all in a single location. We obsess over making you look good in front of your clients because we understand that we are a big part of that.
Meeting client demands for a rich digital experience
Accunet is designed with your brand image in mind, providing a clean, intuitive digital experience to your clients across multiple devices.
- Enable Seamless Access from Desktop & Mobile Devices
- Deliver Clear Information Via a Clean, Intuitive User Experience
- Provide a Holistic View of Multiple Related Accounts
- Efficiently Deliver Key Documents
Reliable Trust Office Operations Services
Business Process Outsourcing
- Mitigate the risk of employee loss.
- Free administrators to grow and develop business.
- Reduce operation costs to increase profits.
- Partner with a resource for best practices.
- Use more than 220 years of operations experience.
Add-On
Tax Form Service
We know taxes are a big deal, and producing tax forms for your clients can be an expensive proposition. Accutech’s Tax Form Service enables you to efficiently produce client tax forms and corresponding FIRE files, reducing dependence on third party processing vendors.
