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

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.cheetahinc.com
Edit This Page

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