Accutech Systems has created CheetahGO, a new app that allows Trust Advisors to work untethered by downloading and implementing the mobile companion to the Cheetah Wealth Management ™ software. CheetahGO is the first mobile app for enterprise users in the trust and wealth management space and gives Cheetah users the ease to perform tasks on the go at no additional fee.
“CheetahGO is the latest example of Accutech’s continued innovation in our industry, which we define as ‘the creation of new value that benefits others,'” says Dan Wright, Executive Director of Strategies for Accutech Systems. “Its greatest feature is that it frees the Trust Administrator from a desk and enables her to spend more time building strong relationships with clients and referral sources.”
CheetahGO allows 24/7 on-the-go access so Trust Administrators may:
Manage tasks.
Review account information.
Approve transactions and trades.
Record activities while meeting with clients and prospects.
CheetahGO alleviates a bottleneck of approval that was in place when activities could only be completed from the office. The secure app is compatible with both iOS and Android devices.
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With this development, Accutech maintains its promise to keep their clients at the forefront of the industry by offering the best technology to stay ahead of their competition and serve their clients. Dan Wright explains, “We believe that Accutech’s growth is rooted in the creation of industry-leading solutions that deliver great value to those we serve, and CheetahGO adds a whole new layer of flexibility and value to an increasingly mobile workforce.”