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What is MAUI?

At the heart of our extensive lineup of products and services is MAUI®, the cornerstone of our trust accounting platform. Crafted to streamline the responsibilities of trust professionals, MAUI boasts a user-friendly interface and robust, real-time reporting functions, which have made it a favored option among those in the trust industry aiming to boost their growth while effectively meeting client demands. We have meticulously developed a sophisticated trust accounting application since its inception and are continuously enhancing its features. By actively soliciting and integrating feedback from our users, we have added new modules that work seamlessly with the MAUI platform, providing a versatile and scalable solution customized to fulfill your clients’ unique requirements. Furthermore, our Infovisa Client Portal acts as a centralized online resource for both you and your clients, enabling them to customize their dashboards and obtain reports in ways that suit their individual preferences. Clients can also conveniently download statements via the portal, which results in substantial savings on printing and mailing expenses while significantly enhancing overall efficiency. This relentless dedication to innovation guarantees that our users are equipped with the most effective tools available, empowering them to excel in their roles. As we continue to evolve, we remain focused on ensuring that our platform not only meets but exceeds the expectations of trust professionals everywhere.

What is Cheetah Wealth Management?

The Cheetah Wealth Management Platform brings together all essential wealth management tools into one easily accessible site. This intuitive design is a significant factor in attracting over 250 clients to our offerings. Cheetah Wealth Management seeks to revolutionize the conventional trust accounting framework by leveraging state-of-the-art technologies to develop a streamlined mobile solution specifically for the wealth management industry. We built Cheetah from the ground up using innovative technology to provide a solution that is scalable, flexible, and extensible for wealth management. Moreover, the Accutech Data Exchange (ADEX) delivers timely and accurate asset pricing along with market insights that are directly integrated into the platform. Our belief is that your data should be at your fingertips rather than locked away in a vault. The Cheetah API efficiently manages information requests, ensuring data is returned to the requesting system without any hiccups. It also processes incoming requests adeptly, allowing for the introduction of new information or updates to current records in the Cheetah database. By enhancing both accessibility and functionality, Cheetah is set to redefine what is expected in wealth management solutions, paving the way for greater efficiency and client satisfaction. In doing so, we aim to foster a more transparent and responsive financial environment.

Media

Media

Integrations Supported

Estimating Link
MoneyGuidePro
Moneytree

Integrations Supported

Estimating Link
MoneyGuidePro
Moneytree

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Infovisa

Date Founded

1992

Company Location

United States

Company Website

www.infovisa.com/maui

Company Facts

Organization Name

Accutech Systems

Date Founded

1987

Company Location

United States

Company Website

www.trustasc.com

Categories and Features

Trust Accounting

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

Categories and Features

Trust Accounting

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

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