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.

Integrations

Offers API?:
Yes, Cheetah Wealth Management provides an API

Screenshots and Video

Cheetah Wealth Management Screenshot 1

Company Facts

Company Name:
Accutech Systems
Date Founded:
1987
Company Location:
United States
Company Website:
www.trustasc.com

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Cheetah Wealth Management Categories and Features

Trust Accounting Software

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