Cheetah Wealth Management Reviews & Product Details

Cheetah, an Accutech company, provides digital solutions for trust accounting, investment management, and advanced portfolio management, enabling wealth managers to grow their business. Cheetah was built to address the specific challenges that inhibit wealth managers from growing their business. The solution is designed to create efficiency and reduce steps in trust accounting processes, to consolidate workflows that were previously siloed so wealth managers can manage trades, investments, and transactions from one source of truth, and to push institutions ahead of their competition by offering solutions like business intelligence to make better business decisions and client portals to build and retain relationships.  The company's flagship product, Cheetah, is a wealth management software program that enables wealth managers and financial institutions to oversee trust accounts, manage assets and investments, conduct trades and settlements, and schedule and collect fees, as well as provide a pricing and tax reporting service in one all-encompassing system. Cheetah's complementary solutions allow wealth managers to enhance their business strategy by offering BI and analytics solutions, portals for client access, a mobile app, and extensive API library.