Cheetah Wealth Management Integrations

Use the most accurate calculation engine to build plans and relationships. To grow their practice, join other financial planners and independent advisors who use the most robust wealth management calculation engines. Moneytree offers professional planning solutions, from the big picture to the in-depth. With clear results and quick data entry, planning is easy. Quickly answer clients' "What-Ifs" to show them instant, side-by sides comparisons. Involve clients in the planning process by working together to create plans. With detailed data and analysis, you can meet all of your clients' planning requirements. You can capture details about your clients' lives and make future changes. The planning approach that best suits your client's needs is the one you choose. Moneytree Elite's in depth planning analyzes and captures the financial situation of your clients and shows the impact of important financial decisions on their future.

Estimating Link is a complete bidding and estimating software. It can be used for lump sum and unit price bidding. It is ideal for users who need an efficient and fast way to bid heavy highway, environmental and bridges projects. Estimating Link consists of three components that work together to make it easier to develop winning proposals. You can store and reuse estimates, items rates, crews, crews, crews, templates, catalogs vendors, customers, etc. Reuse task data from one job to another and scale it. The quantity of work will adjust, and the labor and equipment costs will automatically increase according to the time required. Small jobs can be assembled quickly without the need for special setup. You can use bid items from other jobs and print the proposal. You can enter bid prices manually without having to do any cost workups. A small job can be bid in minutes.