Cheetah Wealth Management

Cheetah Wealth Management

Accutech Systems
Equisoft/plan

Equisoft/plan

Equisoft
+
+

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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies in need of a cloud-based Trust Accounting and wealth management platform

Audience

Companies wanting a platform to build a comprehensive financial portrait of their client

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Accutech Systems
Founded: 1987
United States
www.trustasc.com

Company Information

Equisoft
Founded: 1994
Canada
www.equisoft.com/products/wealth-planning-plan

Alternatives

enVisual360

enVisual360

enSynergy Professional Services

Alternatives

Pacer

Pacer

SS&C Technologies
Moneytree

Moneytree

Moneytree Software
MoneyGuidePro

MoneyGuidePro

MoneyGuide
InnoTrust

InnoTrust

Innovest Systems
VestmarkONE

VestmarkONE

Vestmark
Aladdin Wealth

Aladdin Wealth

BlackRock

Categories

Categories

Trust Accounting Features

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

Integrations

Estimating Link
Moneytree

Integrations

Estimating Link
Moneytree
Claim Cheetah Wealth Management and update features and information
Claim Cheetah Wealth Management and update features and information
Claim Equisoft/plan and update features and information
Claim Equisoft/plan and update features and information