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 and wealth management has never been greater.

Clients expect seamless, personalized services that integrate trust administration with wealth advisory. However, fragmented systems and outdated technology often stand in the way of delivering an efficient and scalable solution. By adopting an integrated approach, banks and other trust providers can enhance operational efficiency, help to improve client outcomes, and position themselves as leaders in the competitive financial services industry.

The Challenges of Disjointed Systems

Many banks and trust companies operate with disparate platforms for trust management and wealth advisory, creating inefficiencies and data silos. These challenges can lead to:

• Operational inefficiencies and increased costs
• Limited scalability and growth potential
• Inconsistent client experiences
• Compliance and regulatory risks due to lack of system integration

A unified solution bridges these gaps, providing a more holistic view of client assets, reducing redundancies, and enhancing collaboration between departments.

The Power of Cheetah and AssetMark's Collaboration

Recognizing the need for a comprehensive, technology-driven solution, Cheetah and AssetMark have worked together to deliver an integrated platform that streamlines trust administration and wealth management. This collaboration provides:

• Seamless Integration – Cheetah’s trust accounting technology combined with AssetMark’s wealth management platform delivers a frictionless experience for advisors and clients alike.
• Robust Investment Solutions – AssetMark provides a full suite of investment options tailored to meet the diverse needs of trust clients.
• Operational Efficiency – By leveraging automation and advanced reporting, banks can significantly reduce administrative burdens and improve decision-making.
• Enhanced Compliance – A centralized system helps support adherence to regulatory requirements, mitigating risks associated with fragmented data sources.

The Role of Technology in Driving Success

Technology is the cornerstone of any modern trust and wealth management solution. A forward-thinking approach to digital transformation allows banks to:

• Automate routine administrative tasks, freeing up resources for strategic growth initiatives.
• Gain real-time insights into client portfolios, enabling proactive wealth management.
• Improve collaboration between advisors and trust officers, fostering a more holistic client experience.
• Promote security and compliance through robust data protection measures.

By adopting a cutting-edge technology solution like the Cheetah and AssetMark collaboration, bank trust executives can future-proof their institutions, enhance service offerings, and maintain a competitive edge in the financial services industry.

Conclusion

A unified trust and wealth management solution is no longer a luxury—it’s a necessity.

With the combined expertise of Cheetah and AssetMark, bank trust executives can leverage best-in-class technology and investment solutions to optimize operations, elevate client satisfaction, and drive sustainable growth. Now is the time to embrace innovation and transform the way trust and wealth management services are delivered.

AssetMark and Cheetah are separate and unaffiliated companies

For financial professional use only.

7592070.1 | 02/2025 | EXP 02/04/2027