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Ratings and Reviews 0 Ratings
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What is Wealth in a Box?
Wealth in a Box represents a modern and adaptable system that incorporates technological solutions throughout the front, middle, and back offices to streamline wealth management, leading to increased efficiency and reduced costs. With its five-tiered structure, it is ideally suited for managers who are looking for sophisticated and agile wealth tech solutions, allowing them to deliver outstanding service to both high-net-worth and ultra-high-net-worth clients. This cutting-edge platform empowers firms to maintain a competitive edge in the market while successfully addressing the changing demands of their clientele and fostering stronger client relationships. As the financial landscape evolves, the ability to adapt and innovate becomes crucial for sustained success.
What is Cheetah Wealth Management?
Cheetah brings every essential wealth and trust capability into a single, modern platform designed to elevate the way your entire organization works. Instead of navigating disconnected systems and manual processes, your team can rely on one cohesive environment built for clarity, efficiency, and a better client experience.
Engineered with today’s technology standards at its core, Cheetah offers the scalability and adaptability required by enterprise wealth management teams. From personal trusts and investment accounts to estates, agencies, IRAs, and complex operational workflows, the platform supports the full spectrum of fiduciary responsibilities with speed and precision.
Integrations Supported
Estimating Link
Moneytree
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
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
Valuefy
Date Founded
2010
Company Location
United Kingdom
Company Website
valuefy.com/wealth-in-box/
Company Facts
Organization Name
Accutech Systems
Date Founded
1987
Company Location
United States
Company Website
www.cheetahinc.com
Categories and Features
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