Cheetah

Robo-Advisors & Wealth Management

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This cloud-based platform automates trust accounting and wealth management workflows, delivering automated account opening, secure client access, real-time asset pricing, tax reporting, proposal generation, and investment management in a scalable, agile environment. Key features include software integrations, mobile and self-service portals, business process outsourcing options, analytics and dashboards, BI capabilities, automated compliance checks, and audit-ready reporting to reduce manual tasks, cut costs, mitigate regulatory risk, and accelerate growth for mid-size to large trust departments, banks, and wealth-management firms serving high-net-worth clients.

Cheetah can be found in Robo-Advisors & Wealth Management categories.

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Cheetah Main Features

• Investments
  Cheetah supports managing and tracking investments effectively.
• Asset Pricing
  You can get accurate pricing for assets managed within the software.
• Mobile Access
  You can use Cheetah on your mobile device for convenience.
• Tax Reporting
  Cheetah simplifies the process of reporting taxes for clients.
• Proposal Generation
  The software helps create proposals quickly and easily.
• Business Intelligence
  The software provides insights to help make better business decisions.
• Client Account Access
  Clients can easily access their accounts whenever they need.
• Professional Services
  Cheetah offers expert services to support your business needs.
• Software Integrations
  Cheetah can connect with other software to improve its capabilities.
• Automated Account Opening
  You can open accounts automatically, saving time and effort.
• Trust and Wealth Management
  Cheetah helps manage trusts and wealth for clients efficiently.
• Business Process Outsourcing
  Cheetah can manage daily operations, allowing you to focus on your business.

Cheetah Benefits

• Investments
  Cheetah provides tools to manage investments effectively, helping businesses grow their clients' wealth.
• Asset pricing
  Cheetah helps in accurately pricing assets, which is important for making better investment decisions.
• Mobile access
  Users can access Cheetah on their phones, making it convenient to manage tasks on the go.
• Tax reporting
  The software simplifies tax reporting, making it easier for businesses to stay compliant.
• Proposal generation
  Cheetah automates creating proposals, allowing businesses to respond to clients faster.
• Business intelligence
  With smart tools, Cheetah helps businesses make better decisions based on data.
• Client account access
  Clients can easily access their accounts anytime, which improves their experience.
• Software integrations
  Cheetah connects with other software, allowing businesses to work more efficiently.
• Automated account opening
  Cheetah speeds up the process of opening accounts, saving time for both clients and staff.
• Trust and wealth management
  Cheetah helps manage trust and wealth easily, making it simpler for businesses to serve their clients.
• Business Process Outsourcing
  Outsourcing daily tasks lets businesses focus on growth while reducing costs and risks.

Who should use Cheetah?

• Investors
  They can access their accounts anytime and make better decisions faster.
• Trust Managers
  They will find it easier to manage accounts and make reports quickly.
• Business Owners
  They can reduce costs and focus on growing their business with Cheetah's help.
• IT Professionals
  They can integrate Cheetah with other software easily, improving overall performance.
• Financial Advisors
  They can save time and work better with clients using Cheetah's tools.
• Operations Managers
  They can automate tasks and reduce errors, making their work more efficient.

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