Wouldn’t it be great to have the freedom to help your clients from anywhere? Accutrust Cheetah is built with modern conveniences in mind. We host the application for you, which will allow you to work from any location in the world and let you deliver the highest touch possible to your clients. This means you can concentrate on growing your business (from anywhere) and let us handle the rest; data backup, disaster recovery, software upgrades, hardware upgrades and knowledgeable IT specialists.

Overview
See your needs. Create solutions. Deliver results. Our process may not sound like magic, but it is the way we work and it is a proven method. With Accutrust Cheetah, 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.

Investment management tools
Built-in portfolio modeling and performance measurement allow investment professionals to evaluate individual accounts and account relationships to make informed decisions without the need to look anywhere else. Dashboard summaries provide quick and beautiful insights on an account’s holdings and recent performance. Trades can be placed directly from the account portfolio and can be aggregated at the department level or executed immediately.

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. With Accunet, we keep your clients connected to the resources they need for you to deliver success. If your clients love you, you’ll love us, and that’s exactly where we want to be.