Cheetah launches new product to streamline investment proposals

▤ Summary

Cheetah PROPOSAL offers wealth managers and investment advisors a consistent, repeatable, efficient process to build portfolio presentations. The tool integrates with the Cheetah trust and wealth management platform to build versatile and custom proposals for clients and prospects. It is the first integrated investment proposal generation solution offered by a major trust accounting and wealth management platform. Launched in 2013, the groundbreaking Cheetah software serves hundreds of banks and wealth management companies nationwide and continues to be a leader in innovation. Cheetah provides software solutions for wealth managers focused on growing their business and building revenue.

▦ Linked Companies

Accutech Systems

$5M to $10M