Complete Wealth Platform Cheetah’s integrated platform combines trust accounting, investment management, trading, reporting, and advanced portfolio management, making it attractive to mid-market RIAs and family offices seeking a single, consolidated solution. Use this to position lower total cost of ownership, simplified onboarding, and fewer vendor touchpoints. Target wealth managers with multi-custodian needs and emphasize migration support, data integrity, and ROI. Leverage Accutech’s existing client base for cross-sell opportunities.

Regional Growth Located in Indiana with a mid-size team, Cheetah can support US-based wealth managers with regional sales and hands-on implementation. Offer local demos, faster cycle times, and dependable post-launch support to differentiate on service.

Security Advantage Security features in the tech footprint provide a defensible selling point for regulated financial institutions. Augment this with a plan to pursue formal security attestations (for example SOC 2) and privacy certifications to streamline RFP responses and compliance reviews.

Accutech Synergy As a business unit of Accutech Systems Corp, Cheetah can leverage cross-sell and co-sell opportunities within the parent company’s installed base. Create joint GTM assets, bundled offerings, and customer references to expand wallet share across wealth management, reporting, and portfolio management modules.

Service Led Delivery With a mid-sized in-house team, Cheetah can deliver a service-led model including requirements gathering, data migration, configuration, training, and ongoing managed services. Market this as faster time-to-value with predictable ongoing support to drive renewals and higher ARR.