Cheetah Wealth Management

Cheetah Wealth Management

Accutech Systems
NetX360

NetX360

Pershing
+
+

Related Products

  • Xero
    5,414 Ratings
    Visit Website
  • Canopy
    926 Ratings
    Visit Website
  • Tabs3
    266 Ratings
    Visit Website
  • Propel
    193 Ratings
    Visit Website
  • Nexo
    16,425 Ratings
    Visit Website
  • Altium Develop
    1,279 Ratings
    Visit Website
  • FreshBooks
    5,454 Ratings
    Visit Website
  • Planview Portfolios
    202 Ratings
    Visit Website
  • Quickbase
    2,642 Ratings
    Visit Website
  • DataBuck
    6 Ratings
    Visit Website

About

The Cheetah wealth management platform empowers your entire organization with a modern, unified ecosystem designed to support every facet of enterprise wealth and trust operations, from account to investing to reporting and compliance and more. By bringing all essential tools together in one intuitive, mobile-ready environment, Cheetah enables your team to work faster, more confidently, and with greater focus on delivering exceptional client outcomes. Built from the ground up using advanced, cloud-native technology, Cheetah delivers the scalability, flexibility, and extensibility today’s wealth management teams require. Cheetah is engineered to streamline processes, reduce friction, and help your organization operate with true operational agility.

About

NetX360® is a single point of access for professionals to manage their businesses and support their clients' needs by focusing on data and analytics to reimagine the experience. Regardless of your business model, commission, advisory, retail, self-directed, institutional, or asset management, NetX360 is for you. The benefits of NetX360 include improved process flows with global search to make it easy to find information, a streamlined experience, and accessible integration partnerships across a variety of solutions for market data, news, research, financial planning, and reporting tools. Take the power of NetX360 wherever you go. With NetX360 Mobile you can work wherever you are, whenever you are on the move. Easily access your client’s information and stay on top of the latest market developments and updates with uninterrupted access to the most critical business functions. Fund accounts quickly with mobile check deposits.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies in need of a cloud-based Trust Accounting and wealth management platform

Audience

Professionals in need of a tool to conduct critical business operations and streamline the client onboarding experience

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

Free
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Accutech Systems
Founded: 1987
United States
www.cheetahinc.com

Company Information

Pershing
United States
www.pershing.com/netx360/advisor-experience

Alternatives

Alternatives

CheetahNow

CheetahNow

Cheetah Logistics Technology
Cheetah LOOP

Cheetah LOOP

Cheetah Logistics Technology
MailCheetah

MailCheetah

MailCheetah AI
WealthWorks+

WealthWorks+

WealthWorks

Categories

Categories

Trust Accounting Features

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Integrations

Estimating Link
MoneyGuide
Moneytree
Nitrogen
RightCapital

Integrations

Estimating Link
MoneyGuide
Moneytree
Nitrogen
RightCapital
Claim Cheetah Wealth Management and update features and information
Claim Cheetah Wealth Management and update features and information
Claim NetX360 and update features and information
Claim NetX360 and update features and information