A modern solution for a shifting wealth management industry
The financial community is in flux. Wealth managers must figure out how to grow in an increasingly unpredictable business environment. At the same time, they must also keep up with evolving client expectations that include a digital, convenient, and on-demand experience.

Wealth managers need tools that work for them — modern and innovative solutions that keep clients happy, scale with business growth and adapt to an ever-changing market.

Driving value and growth for wealth managers
Cheetah is a wealth management platform 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 pricing and tax reporting services in one all-encompassing system.

• 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