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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 Instead of working around outdated systems or juggling multiple applications, your team can operate from one streamlined environment built to enhance productivity and elevate the client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 

Screenshots View All

Screenshots View All

Integrations

Estimating Link Yes 
Moneytree Yes 

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 

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