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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Cheetah reimagines the operational core of wealth and trust management by bringing all your essential tools together in a single, intelligent platform. Instead of working around outdated systems or juggling multiple applications, your team can operate from one streamlined environment built to enhance productivity and elevate the client experience. Designed with a modern architecture, Cheetah scales effortlessly as your business evolves. The platform supports a wide range of fiduciary and investment activities—from trust administration and asset management to complex account structures and operational workflows—helping your organization maintain accuracy, consistency, and control at every step.

Description

Enhance client satisfaction and drive superior business results. Our investments are tailored to meet the unique needs and preferences of each client. We deliver outstanding, scalable service for both discretionary and advisory mandates. Clients gain access to invaluable expertise and technological resources without the burden of ownership. This support spans from the onboarding process all the way through daily operations. We empower financial professionals with investment technology and services designed to simplify their tasks immensely. At its essence, investment management involves directing clients' funds to help them realize their aspirations, and we strive to maintain that simplicity. Evooq partners with wealth and asset managers to enhance their services and streamline operations, enabling them to secure improved outcomes for their clients and businesses alike. Operating from Switzerland, we collaborate with wealth and asset management firms globally, ensuring they have the tools and support necessary to thrive in a competitive landscape. Our commitment is to continually innovate and adapt to the evolving needs of our partners.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Estimating Link
Moneytree

Integrations

Estimating Link
Moneytree

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Accutech Systems

Founded

1987

Country

United States

Website

www.cheetahinc.com

Vendor Details

Company Name

Evooq

Country

Switzerland

Website

www.evooq.ch/

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

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