Category: Cheetah

Cheetah and Orion launch integration for trust accounting and portfolio management  to unify advisor workflows

MUNCIE, Ind., April 2, 2026 — Cheetah, the leading provider of trust accounting and administration software, announced today an integration with Orion, a premier provider ...

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The Great Wealth Transfer is here. Now what?

The Great Wealth Transfer isn’t a distant event—it’s already happening. Trillions of dollars are shifting hands as Baby Boomers pass their assets to the next ...

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Cheetah and AssetMark collaborate to address evolving bank trust and wealth management needs

CONCORD, Calif., Nov. 02, 2023 (GLOBE NEWSWIRE) — AssetMark (NYSE: AMK), a leading provider of wealth management and technology solutions for financial advisors, today announced ...

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