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Top 10 Cheetah Wealth Management Alternatives & Competitors

By Accutech

The Investment Accounting Software solutions below are the most common alternatives that users and reviewers compare with Cheetah Wealth Management. Other important factors to consider when researching alternatives to Cheetah Wealth Management include ease of use and reliability. The best overall Cheetah Wealth Management alternative is Backstop Solutions Suite. Other similar apps like Cheetah Wealth Management are Covercy, Altair, Morningstar Office, and Altruist. Cheetah Wealth Management alternatives can be found in Investment Accounting Software but may also be in Investment Portfolio Management Software or Real Estate Investment Management Software.

Best Paid & Free Alternatives to Cheetah Wealth Management

  • Backstop Solutions Suite
  • Covercy
  • Altair
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Top 10 Alternatives to Cheetah Wealth Management Recently Reviewed By G2 Community

Browse options below. Based on reviewer data, you can see how Cheetah Wealth Management stacks up to the competition and find the best product for your business.
    #1

  1. Backstop Solutions Suite

    By ION Analytics
    (46)4.7 out of 5

    2. Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms

    Categories in common with Cheetah Wealth Management:
    See all Backstop Solutions Suite reviews
    #2

  2. Covercy

    By Covercy
    (26)4.6 out of 5

    3. Covercy enables people, businesses and primarily investors to transact overseas quickly, seamlessly and affordably. Covercy is on a mission to automate the entire process of real estate investment syndications for sponsors (GPs) and their investors (LPs).

    Categories in common with Cheetah Wealth Management:
    Get a quote
    See all Covercy reviews
    #3

  3. Altair

    By SS&C Blue Prism
    (21)4.1 out of 5

    4. Altair is a portfolio management, investment accounting and reporting software for investment managers, pension funds, insurance companies, private client brokers, banks and trust agencies in the Benelux market. Altair allows you to track complex securities and sophisticated, multi-currency investment strategies around the globe.

    Categories in common with Cheetah Wealth Management:
    See all Altair reviews
    #4

  4. Morningstar Office

    By Morningstar
    (18)4.1 out of 5

    5. Morningstar Office SMCloud, the new web-based platform for modern advisors.

    Categories in common with Cheetah Wealth Management:
    See all Morningstar Office reviews
    #5

  5. Altruist

    By Altruist
    (14)5.0 out of 5

    6. Altruist is on a mission to make great independent financial advice more efficient, affordable, and accessible. The company’s all-in-one financial advising platform provides fiduciary advisors with cutting-edge tools designed to substantially lower costs to operating their business. Advisors can open and fund accounts, invest, manage, report, and bill, all in one place. A fully digital brokerage (Altruist Financial LLC, Member FINRA/SIPC), Altruist empowers advisors to do their best work and help ensure clients have a better experience with their money. Founded in 2018 by CEO Jason Wenk, Altruist launched its platform in late 2020.

    Categories in common with Cheetah Wealth Management:
    See all Altruist reviews
    #6

  6. Dynamo Software

    By Dynamo Software
    (11)3.9 out of 5

    7. We have served the alternative assets industry with intuitive, highly configurable CRM software and online reporting systems for over 17 years.

    Categories in common with Cheetah Wealth Management:
    See all Dynamo Software reviews
    #7

  7. MProfit for Accounting

    By MProfit Software Pvt. Ltd.
    (3)4.2 out of 5

    8. Mprofit is a portfolio management and accounting management software designed for investors, traders, advisiors, corporates, family offices and CAs to manage your stocks, MFs and other assets.

    Categories in common with Cheetah Wealth Management:
    See all MProfit for Accounting reviews
    #8

  8. Allvue

    By Allvue Systems
    (3)5.0 out of 5

    9. Categories in common with Cheetah Wealth Management:
    See all Allvue reviews
    #9

  9. Clearwater Analytics

    By Clearwater Analytics
    (2)4.5 out of 5

    10. Clearwater is an automated data aggregation and reporting solution for investment portfolio data.

    Categories in common with Cheetah Wealth Management:
    See all Clearwater Analytics reviews
    #10

  10. CAMRA

    By SS&C Blue Prism
    (1)4.5 out of 5

    11. CAMRA is a portfolio accounting solution tailored to the needs of insurance investment operations. Its multi-currency, multi-instrument portfolio accounting supports complex securities, sophisticated investment strategies, multi-currency investment management, multiple-bases accounting, and global tax and regulatory processing requirements such as GAAP and Schedule D. Regardless of your trading model or methods, CAMRA has the flexibility to accommodate your operational needs.

    Categories in common with Cheetah Wealth Management:
    See all CAMRA reviews

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