Cheetah

Cheers to new beginnings, fresh starts, and the excitement of what lies ahead. Happy New Year from Cheetah!

Anything’s possible when you harness the power of Cheetah. 🐆✨ Merry Christmas and Happy Holidays from all of us at Cheetah. Let’s race into 2025 together! 🎄🎉 #agilitywins

This year, we’ve learned that when wealth management and trust services come together, it’s like the perfect holiday gift. Clients are asking for seamless, one-stop financial solutions, and wealth and trust professionals are ready to deliver. We’re excited about how this trend will continue to grow. Learn how Cheetah is preparing: https://hubs.ly/Q030v-wM0

Why juggle multiple platforms when one can do it all? Automating repetitive tasks and ensuring data is accurate across all systems are imperative to improving productivity and reducing errors in wealth management. With Cheetah’s cloud-based trust accounting system integrated with AssetMark's powerful wealth management tools, advisors can automate workflows and access real-time data—all within a single platform.

As the year comes to a close, it’s the perfect time to reflect on the data that powered your success in 2024. With Cheetah’s business intelligence tools, you can gain a clearer view of your trust business’s performance and identify key trends. Whether it’s evaluating productivity, streamlining reporting, or spotting opportunities, data is the gift that keeps on giving. Learn more: https://hubs.ly/Q02ZKY630

One thing is clear as we head into 2025: trust and wealth management are no longer separate silos. More than 70% of high-net-worth clients expect their provider to offer both trust and estate planning services. This demand is pushing banks and wealth managers to integrate their offerings. Prepare for the future of integration: https://hubs.ly/Q02ZKZG30

Smartleaf’s focus on efficiency, scalability, and streamlined workflows make it a great fit for Cheetah to help our clients.

Client satisfaction is everything. Fragmented workflows lead to delays, data inconsistencies, and a less personal experience. In today's fast-paced world, clients expect a smooth, efficient service. Learn about the collaboration that is giving advisors a 360-degree view of their clients' financials. https://hubs.ly/Q02ZJw720

Check it out! Cheetah's parent company, Accutech Systems, has been named a finalist for the 2025 TechPoint Mira Awards in the category for Tech Company of the Year. The awards honor the most innovative companies in Indiana’s tech ecosystem.

Cheetah partners with Smartleaf to provide tax-optimized rebalancing. Now, it’s easier than ever to gain new clients and keep existing ones satisfied with highly personalized software that enhances productivity. For more information on how Cheetah utilizes Smartleaf software in our trust operations, read more on our website: https://hubs.ly/Q02ZJzSz0