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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 Instead of working around outdated systems or juggling multiple applications, your team can operate from one streamlined environment built to enhance productivity and elevate the client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
Enhancing trust and minimizing friction can be achieved through services that prioritize transparent personal data management. As individuals acquire legal authority over their data, it becomes essential for businesses to reevaluate their approaches to gathering, safeguarding, and sharing customer information. The prevalence of data breaches, identity theft, and unethical data practices has plunged trust levels to unprecedented lows. In response, consumers are advocating for a revised social contract with businesses that fosters greater accountability and transparency. The Meeco Labs initiative offers organizations a chance to validate their concepts and demonstrate business value before committing to significant financial investments. This program is meticulously crafted to facilitate the development of new products, services, experiences, and business models. By leveraging the Meeco Platform and its suite of APIs, organizations can seamlessly integrate consented customer data into their existing CRM, ERP, or other enterprise systems, ensuring a more reliable and trustworthy data exchange process. Ultimately, embracing these innovative approaches can lead to stronger relationships between businesses and their customers.
API Access
Has API
API Access
Has API
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
Meeco
Founded
2012
Country
Australia
Website
www.meeco.me/meeco-for-enterprise
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
Product Features
Customer Identity and Access Management (CIAM)
Access Certification
Access Management
Analytics / Reporting
Automatic User/Device Recognition
Behavioral Analytics
Credential Management
Data Security
Multi-Factor Authentication (MFA)
Privacy / Consent Management
Real Time Notifications
Self-Service Portal
Single Sign On
User Provisioning