Cheetah Wealth Management Integrations

Build plans and relationships on the most accurate calculation engine. Join other serious financial planners and independent advisors that are using the most robust calculation engines in the wealth management space to grow their practices. From big picture to in depth, Moneytree delivers planning solutions for professionals. Make planning simple with quick data entry and clear results. Answer clients’ “What-Ifs” and show instant, side-by-side comparison results. Actively include clients in the process by creating plans collaboratively. Cover all your clients’ planning needs with in-depth data and analysis. Capture details of your clients’ situations and add future changes at any age. Choose the planning approach to best reflect your clients’ situation. Moneytree Elite’s in-depth planning captures and analyzes your clients’ current financial situation and illustrates impacts of important decisions on their financial future.

Designed for unit price and lump sum bidding, Estimating Link is a complete estimating and bidding software. It is ideal for users that need a fast, effective way to bid heavy highway, environmental, bridges, site work and civil projects, and for both state and private commercial work. Estimating Link uses three main components that operate together to simplify the flow and process for developing winning proposals. Store and reuse estimates, items, rates, crews, assemblies, templates, catalogs, vendors, customers, etc. Re-use task data from job to job and scale it. Quantities adjust and labor and equipment costs will automatically scale to the amount of time needed. Small jobs can be quickly pulled together without any special setup processes. You can easily use bid items from previous jobs and print the proposal. You can manually enter bid prices without the need to perform any cost workups at all. You can literally bid a small job in a matter of minutes.