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 Instead of working around outdated systems or juggling multiple applications, your team can operate from one streamlined environment built to enhance productivity and elevate the client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

Integrations

API:
Yes, Cheetah Wealth Management has an API

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Company Details

Company:
Accutech Systems
Year Founded:
1987
Headquarters:
United States
Website:
www.cheetahinc.com
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Media

Cheetah Wealth Management Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Customer Support
Business Hours
Online Support

Cheetah Wealth Management Features and Options

Trust Accounting Software

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Cheetah Wealth Management User Reviews

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