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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Navigating the intricate and demanding landscape of wealth management involves various facets, from managing client relationships to ensuring compliance and conducting thorough reporting and rebalancing. The Black Diamond® Wealth Platform empowers you to focus on guiding your clients throughout their entire wealth journey. With its user-friendly dashboards, extensive features, intelligent integrations, and outstanding service, it simplifies the process of delivering an advanced and contemporary client experience. You can offer a customizable portfolio dashboard that grants your clients a personalized, on-demand view of their performance, anticipated income, asset allocations, activity summaries, and much more. Additionally, the two-way secure document vault facilitates a smooth experience for sending, storing, and auditing important files like custodial statements. Furthermore, the platform includes outside account aggregation, allowing you to examine net worth details and generate comprehensive balance sheet reports, enhancing overall financial visibility and planning. By leveraging these tools, wealth managers can significantly enhance their service offerings and client satisfaction.

Description

Cheetah reimagines the operational core of wealth and trust management by bringing all your essential tools together in a single, intelligent platform. Instead of working around outdated systems or juggling multiple applications, your team can operate from one streamlined environment built to enhance productivity and elevate the client experience. Designed with a modern architecture, Cheetah scales effortlessly as your business evolves. The platform supports a wide range of fiduciary and investment activities—from trust administration and asset management to complex account structures and operational workflows—helping your organization maintain accuracy, consistency, and control at every step.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Estimating Link
MoneyGuide
Moneytree
Nitrogen
ProTracker Advantage
RightCapital
SS&C Family Office Services
Wealth.com

Integrations

Estimating Link
MoneyGuide
Moneytree
Nitrogen
ProTracker Advantage
RightCapital
SS&C Family Office Services
Wealth.com

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

SS&C Advent

Founded

1983

Country

United States

Website

blackdiamond.advent.com

Vendor Details

Company Name

Accutech Systems

Founded

1987

Country

United States

Website

www.cheetahinc.com

Product Features

Product Features

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

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