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 Instead of working around outdated systems or juggling multiple applications, your team can operate from one streamlined environment built to enhance productivity and elevate the client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
Introducing the only identity and consumer privacy platform designed for agility in today’s digital landscape. Allow us to alleviate your workload; we specialize in simplifying platform integration, launching programs, and enhancing customer interactions. The powerful and feature-laden APIs we create in-house are the same ones we provide to our development partners, all supported by the dedicated IDX team. Each day, we offer adaptable solutions to our clients through an industry-leading, advanced cloud-native platform. By harnessing cutting-edge microservices architecture, we ensure an intuitive, highly scalable, and secure environment. With capabilities for platform load-balancing and auto-scaling, we consistently meet high availability benchmarks. Our commitment to excellent data integrity is reflected in our track record of virtually no downtime. Designed to fulfill the stringent requirements of Fortune 500 companies and the highest government standards, our adaptable solutions are trusted by organizations across various sectors including healthcare, commercial enterprises, finance, and higher education. Ultimately, we strive to be the go-to partner for organizations seeking to enhance their data privacy and identity management efforts.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
CGM LABDAQ
No
Elpha Secure
No
Estimating Link
Yes
Fieldnotes ai
No
Moneytree
Yes
Integrations
CGM LABDAQ
Yes
Elpha Secure
Yes
Estimating Link
No
Fieldnotes ai
Yes
Moneytree
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$8.96 per month
Free Trial
Yes
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Accutech Systems
Founded
1987
Country
United States
Website
www.cheetahinc.com
Vendor Details
Company Name
IDX
Founded
2003
Country
United States
Website
www.idx.us/platform
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