Cheetah is a business unit of Accutech Systems Corp. that provides software solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management. Their platform is designed to help wealth managers and financial institutions streamline complex operational tasks and support business growth.
What services does Cheetah offer?
Cheetah develops software that enables wealth management professionals to efficiently manage trusts, investments, and portfolios. Their solutions cover:
- Trust accounting: Automating the financial recordkeeping and compliance processes required for trust administration.
- Investment management: Tools for managing assets, performance tracking, and facilitating investment decisions.
- Trading and reporting: Streamlined trade processing and customized reporting to meet client and regulatory needs.
- Advanced portfolio management: Features for holistic portfolio oversight and analytics, supporting improved decision-making for wealth managers.
These capabilities are designed to help clients optimize their operations, maintain compliance, and better serve their own customers.
Who uses Cheetah?
Cheetah primarily serves wealth managers, banks, and financial institutions that require robust trust accounting and investment management capabilities. Notable customers include IconTrust and Central National Bank, illustrating their focus on serving both independent trust firms and established banks.
How was Cheetah started?
Cheetah operates as a business unit within Accutech Systems Corp. The leadership team includes Adam Unger (President) and Dan Wright (Executive Director, Strategy), who bring expertise in financial technology and strategic growth in the wealth management sector. You can learn more about the company and its history on their About page.
Where is Cheetah based?
Cheetah is headquartered in Muncie, Indiana, United States, and operates as a privately held company with a team of 51-200 employees.
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