Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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 Instead of working around outdated systems or juggling multiple applications, your team can operate from one streamlined environment built to enhance productivity and elevate the client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

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

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

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

Alternatives

CheetahNow Reviews

CheetahNow

Cheetah Logistics Technology

Alternatives

MailCheetah Reviews

MailCheetah

MailCheetah AI
Cheetah LOOP Reviews

Cheetah LOOP

Cheetah Logistics Technology
HYPR Reviews

HYPR

HYPR | The Passwordless Company