Get Started

    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.

    Download Brochure

     

    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 RESOURCE
    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.

    Learn More
    Cheetah Case Study Img 1250x1250

    What You Gain

    Bank Trust_Wealth Management and Trust Accounting Icon

    Wealth Management & Trust Accounting Services

    Comprehensive wealth management capabilities give financial professionals the ability to better serve investors with complex needs.
    Bank Trust_Data Management Icon

    Advanced Data Management

    Make data-driven, strategic decisions across both wealth management and trust services responsibilities with powerful tools and analytics.
    Bank Trust_Seamless Integration Icon

    Seamless Integration

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

    Cheetah_AssetMark Comparison Image

     

    AssetMark and Cheetah are separate and unaffiliated companies

    Benefits At-A-Glance

    Let's Talk

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

    Get Started

    Additional Resources

    The Great Opportunity Transfer: Implications for Wealth Management and Bank Trusts Trillions of dollars in wealth are set to transfer from the Baby Boomer generation to their heirs, ...
    read More
    Why a Unified Trust and Wealth Management Solution Matters As trust executives navigate an evolving financial landscape, the need for a unified approach to trust ...
    Read More
    How to Win the Trust Talent Tug-of-War with Technology In the world of trust and wealth management, growth hinges on two imperatives — securing top talent and ...
    Read More
    Commentary: Technology Innovations for the New Era of Wealth Management If the global talent crunch has any silver lining, it’s that bank hiring managers are no longer ...
    View Post on LinkedIn
    TheWealthAdvisor: Texas Bank Calls New Cheetah and AssetMark Solution A “Cost-Effective Force Multiplier” This collaboration is a first-of-its-kind, unified wealth management solution that helps banks and trust ...
    view article on thewealthadvisor
    Wealth Management and Bank Trust: A Powerful Combination for the Evolving Financial Landscape AssetMark and Cheetah have joined forces to empower financial professionals to seamlessly manage both ...
    read More