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    A Powerful Collaboration

    AssetMark and Cheetah are collaborating to create 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.

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    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.

    What You Gain

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    Comprehensive Wealth Management & Trust Accounting Services

    Advanced wealth management capabilities, giving financial professionals the ability to better serve the needs of investors with complex needs. Users can efficiently manage their finances, track performance, and make informed decisions.
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    Advanced Data Management

    Comprehensive capabilities to make data-driven strategic decisions across both wealth management and trust services responsibilities with powerful tools and analytics.
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    Seamless Integration

    Single sign-on (SSO) functionality ensures seamless integration with existing systems, enhancing efficiency and workflow automation.

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    AssetMark and Cheetah are separate and unaffiliated companies

    Benefits At-A-Glance

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    See how you and your clients can benefit from the integrated capabilities of AssetMark and Cheetah

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