Audience
Companies in need of a cloud-based Trust Accounting and wealth management platform
About Cheetah Wealth Management
The Cheetah wealth management platform empowers your entire organization with a modern, unified ecosystem designed to support every facet of enterprise wealth and trust operations, from account to investing to reporting and compliance and more. By bringing all essential tools together in one intuitive, mobile-ready environment, Cheetah enables your team to work faster, more confidently, and with greater focus on delivering exceptional client outcomes.
Built from the ground up using advanced, cloud-native technology, Cheetah delivers the scalability, flexibility, and extensibility today’s wealth management teams require. Cheetah is engineered to streamline processes, reduce friction, and help your organization operate with true operational agility.
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Company Information
Accutech Systems
Founded: 1987
United States
www.cheetahinc.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Phone Support
Online
Cheetah Wealth Management Frequently Asked Questions
Cheetah Wealth Management Product Features
Trust Accounting
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management
