Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Cheetah reimagines the operational core of wealth and trust management by bringing all your essential tools together in a single, intelligent platform. Instead of working around outdated systems or juggling multiple applications, your team can operate from one streamlined environment built to enhance productivity and elevate the client experience.
Designed with a modern architecture, Cheetah scales effortlessly as your business evolves. The platform supports a wide range of fiduciary and investment activities—from trust administration and asset management to complex account structures and operational workflows—helping your organization maintain accuracy, consistency, and control at every step.
Description
We compile research on your businesses and contacts to enhance your ability to schedule meetings, engage in more meaningful discussions, and reduce the time spent on research tasks. Our resources include news articles, job listings, 10-K reports, earnings call transcripts, podcasts, and much more, enabling you to access the most pertinent and engaging information for your outreach efforts. With our platform, you can conduct your research up to ten times quicker than before, allowing for increased focus on quality interactions. Uncover sales leads that might have gone unnoticed by effortlessly searching through all your companies with a single click. Delve into your prospects to reveal insights that other sales professionals may overlook. The results are organized by relevance, and essential information snippets are provided as previews before you explore further. Simply enter your keywords, choose a company, and we’ll present you with the information that matters most. CheetahIQ empowers you to discover intriguing information and valuable insights in significantly less time compared to conventional research methods, such as those involving podcast appearances. Utilize these discoveries to expedite personalized outreach, thereby enhancing your overall sales strategy. By streamlining your research process, you can ultimately drive better results and foster stronger relationships with potential clients.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Estimating Link
No
Moneytree
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Accutech Systems
Founded
1987
Country
United States
Website
www.cheetahinc.com
Vendor Details
Company Name
CheetahIQ
Country
United States
Website
www.cheetahiq.com
Product Features
Trust Accounting
Accrual Accounting
Yes
Activity Tracking
Yes
Asset Gain & Loss Reporting
Yes
Check Writing
Yes
Compliance Management
Yes
Cross Ledger Posting
Yes
Customer Statements
Yes
Fee Calculation & Posting
Yes
Receipt Management
Yes
Tax Management
Yes
Product Features
Sales Enablement
Collaboration
No
Contact Management
No
Content Management
No
Document Management
No
Goals / Quota Management
No
Lead Management
No
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
No
Training Management
No