Audience

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

About Cheetah Wealth Management

The Cheetah wealth management platform empowers your entire organization with a modern, unified ecosystem designed to support every facet of enterprise wealth and trust operations, from account to investing to reporting and compliance and more. By bringing all essential tools together in one intuitive, mobile-ready environment, Cheetah enables your team to work faster, more confidently, and with greater focus on delivering exceptional client outcomes.

Built from the ground up using advanced, cloud-native technology, Cheetah delivers the scalability, flexibility, and extensibility today’s wealth management teams require. Cheetah is engineered to streamline processes, reduce friction, and help your organization operate with true operational agility.

Integrations

API:
Yes, Cheetah Wealth Management offers API access

Ratings/Reviews

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Company Information

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

Videos and Screen Captures

Cheetah Wealth Management Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Phone Support
Online

Cheetah Wealth Management Frequently Asked Questions

Q: What kinds of users and organization types does Cheetah Wealth Management work with?
Q: What languages does Cheetah Wealth Management support in their product?
Q: What kind of support options does Cheetah Wealth Management offer?
Q: What other applications or services does Cheetah Wealth Management integrate with?
Q: Does Cheetah Wealth Management have an API?
Q: What type of training does Cheetah Wealth Management provide?

Cheetah Wealth Management Product Features

Trust Accounting

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