Cheetah Wealth Management Integrations

Utilize the most precise calculation tools to establish strong plans and connections. To enhance their practices, collaborate with fellow financial planners and independent advisors who employ powerful wealth management calculation tools. Moneytree provides comprehensive planning solutions that cover everything from the overarching vision to the finer details. With straightforward results and rapid data entry, the planning process becomes streamlined and efficient. Quickly address clients' "What-If" scenarios to deliver immediate, comparative insights. Engage clients in the planning journey by partnering with them to develop tailored strategies. By gathering detailed information and performing thorough analyses, you can fulfill all of your clients' planning needs. You can document aspects of your clients' lives and easily adapt to future changes. The planning strategy that aligns best with your clients’ needs is the one you select. Moneytree Elite's comprehensive planning evaluates and captures your clients' financial circumstances while illustrating the effects of significant financial decisions on their future. This approach not only enhances client satisfaction but also fosters long-term relationships built on trust and transparency.

Estimating Link is an all-encompassing software designed for bidding and estimating purposes. It caters to both lump sum and unit price bids, making it a perfect choice for users seeking a rapid and efficient way to handle substantial highway, environmental, and bridge projects. This software is composed of three integrated components that streamline the process of creating successful proposals. Users have the capability to save and repurpose estimates, item rates, crews, templates, vendor catalogs, customer information, and more. You can easily transfer task data between different projects and adjust it accordingly. As the workload changes, the associated labor and equipment costs will automatically update based on the required timeframe. Smaller projects can be organized swiftly without the necessity of intricate setups. Additionally, bid items from previous jobs can be reused, and proposals can be printed seamlessly. Users also have the option to manually input bid prices without the need for detailed cost calculations, enabling even minor jobs to be bid within just a few minutes. This efficiency not only saves time but also enhances productivity, allowing contractors to focus on winning more projects.