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What is WealthMapper?

Elevate the growth of your wealth management business with a comprehensive and adaptable platform. The WealthMapper platform equips you to leverage a strong network of partners within our ecosystem, enabling the launch of groundbreaking retail wealth management offerings. This modular digital toolkit utilizes state-of-the-art technology and distribution methods, thereby accelerating both innovation and time to market. WealthMapper allows you to deliver seamless services that present a complete picture of clients’ financial assets, their current accessibility, and suggested actions for improvement. We offer extensive wealth management solutions that range from customizable client-facing services to sophisticated and efficient back-office operations. For financial service providers, WealthMapper supports your growth ambitions with pre-integrated, premium solutions and services. For consumers, it acts as a vital resource to improve visibility, access, and actionable insights into their financial health, making it easier to make informed financial choices. Additionally, WealthMapper not only enhances operational efficiency but also fosters stronger client relationships through its user-centric design. Ultimately, WealthMapper emerges as a game-changing asset in the wealth management sector.

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.

Media

Media

Integrations Supported

Integrations Supported

Estimating Link
Moneytree

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

tietoevry

Company Location

United States

Company Website

www.tietoevry.com/en/banking/digital-insurance-and-wealth-ecosystems/wealth-management-ecosystem/

Company Facts

Organization Name

Accutech Systems

Date Founded

1987

Company Location

United States

Company Website

www.cheetahinc.com

Categories and Features

Wealth Management

Not specified

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

Wealth Management

Not specified

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