Financial Trust & Investment Software
Cheetah Wealth Management™
Comprehensive, cloud-based Trust Accounting and Wealth Management Platform built to deliver an engaging user and client experience.
Automated Digital Account Opening at Scale
Digital account opening software written by a Trust and Wealth Management company. Take the guesswork out of customer account opening. Win more customers. Win back productivity.
A Business Intelligence (BI) solution to make better decisions
Make better decisions by gaining a better, clearer understanding of the trends that power your business.
Reliable Trust Office Operations Services
Business Process Outsourcing
Our Business Process Outsourcing team can efficiently handle day-to-day operations, effectively strengthening your team and enabling you to focus your attention on what differentiates you in your market. With our Operations Services model, you get everything you need—operations specialists, software functionality, software support, daily processing, a hosted environment, data backup, disaster recovery, software upgrades, hardware upgrades and knowledgeable IT specialists.
- 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.
What Customers Say
“Cheetah’s speed and efficiency has helped establish myself with my clients. As I’m contacting them I am able to have their information right in front of me providing them with a more meaningful experience.”
“Our future success is strengthened by Cheetah’s investment in forward-thinking developments to accommodate upcoming demands, as technology and client needs evolve. Our decision to partner with [Accutech] has proven to be positive and will take us far into the future.”