Built for speed
so you grow faster
AGILITY WINS
It’s a fast-paced world out there. Leaders like you need business solutions that empower you to outrun the competition. We built Cheetah trust accounting and wealth management software with a promise to never let you fall behind in technology.
With Cheetah, you’ll be able to spend more time in front of clients and prospects and less time behind a computer.
That’s why growing institutions use Cheetah.
Efficiency. Profitability. Growth.
Succeed now.
Succeed in the future.
Cheetah innovates like no other company in the trust and wealth management industry. Our platform is modern, cloud-based, and capable of accommodating the next generation of investors and their on-demand, self-service lifestyle. We are the preferred provider for firms that think differently and value innovation.
A business partnership bigger than software
Let us handle your day-to-day operations, so you can focus on what matters most.
Business Process Outsourcing
Mitigate the risk of employee loss, reduce operation costs, and increase profits when you partner with Business Process Outsourcing to perform daily business operations. With our Business Process Outsourcing team, you can:
- Keep your staff free and flexible to focus on your customers and grow your business.
- Invest in your business by limiting your operational costs, increasing efficiencies, and managing staff with a scalable model.
- Automate manual processes and reduce opportunities for error.
- Meet regulatory expectations by having multiple layers of backup and support.
- Mitigate risks or losses associated with employee management and turnover.
Outsource your statements to our newest partner, RevSpring
Cheetah clients have a new option for statement services. RevSpring joined forces with Cheetah at the end of 2023. RevSpring is a national leader in financial communications and payment solutions, with high-volume capabilities. The company delivers millions of communications every day on behalf of their clients nationwide.
Legacy providers are masking 1950s technology—Cheetah is different
The reason for banking and financial services’ dependence on outdated programming languages and mainframe technologies vary, but it mostly comes down to an “if-it-ain’t-broke-don’t-fix-it” mentality.
Getting to know Paul Addington
At Cheetah, Paul is a Business Process Outsourcing Specialist, and on the weekends, he is a musician, playing piano and guitar at New Life Presbyterian Church, in Yorktown, Indiana. Paul holds a degree in Intercultural Studies from Olivet Nazarene University in Illinois.