A Powerful Collaboration
AssetMark and Cheetah have created a first-of-its-kind wealth management and trust accounting solution to address the expanding intersection of trust services and investment services with a digital ecosystem that sets both institutional wealth managers and advisors up for success.
Expand Your Services
Why Cheetah and AssetMark
A convergence of business models across financial services is encouraging trust providers to facilitate more active management of client assets, especially investment portfolios, and is encouraging registered independent advisors to expand into trust services.
FEATURED RESOURCES
National Exchange Bank and Trust Success Story
Reimagining trust services for modern banking. See how National Exchange Bank and Trust partnered with AssetMark and Cheetah to transform decades-old processes into a unified, scalable platform built for growth.
First State Bank Success Story
Creating a seamless experience with trust investments doesn’t have to be challenging. See how First State Bank delivered real-time account opening for their clients.
The Strategic Case for Integrated Outsourced Investment Management
Discover how community and regional banks can transform their wealth management operations and drive sustainable growth. Access this exclusive report from AssetMark and Datos Insights.
Trust Organization Capabilities Overview
Empowering trust departments and trust companies to grow, scale, and stay competitive in an evolving wealth landscape through the combined capabilities of AssetMark and Cheetah.
What You Gain
Wealth Management & Trust Accounting Services
Comprehensive wealth management capabilities give financial professionals the ability to better serve investors with complex needs.
Advanced Data Management
Make data-driven, strategic decisions across both wealth management and trust services responsibilities with powerful tools and analytics.
Seamless Integration
Single sign-on (SSO) functionality ensures smooth integration with existing systems, enhancing efficiency and workflow automation.
AssetMark and Cheetah are separate and unaffiliated companies
Benefits At-A-Glance
- Gives advisors more time back in the day
to deepen client relationships - Provides advisors with a scalable solution to broaden their services in a cost-effective manner
- Builds efficiencies that drive business
growth
- Centralizes trust accounting services
and wealth management - Gives clients access to a multi-discipline,
curated platform of investment solutions
and planning capabilities - Provides a digital, convenient and
on-demand experience
Let’s Talk
See how you and your clients can benefit from the integrated capabilities of AssetMark and Cheetah
Additional Resources
The Boardroom View: 5 Key Metrics to Track for Wealth & Trust Growth
Improving Client Service and Retention: Wealth Management Solutions for Bank Trust Leaders
Trust Departments and Wealth Firms Collaborating on Client Solutions
The Power of Outsourcing Investment Management for Trust Departments
The Great Opportunity Transfer: Implications for Wealth Management and Bank Trusts
Why a Unified Trust and Wealth Management Solution Matters
How to Win the Trust Talent Tug-of-War with Technology
