A Powerful Collaboration
AssetMark and Cheetah have come together to introduce a pioneering wealth management and trust accounting solution. This innovative approach addresses the intersection of trust services and investment services by leveraging a digital ecosystem. The collaboration aims to equip both institutional wealth managers and advisors with the tools they need for success.
Expanding Services with Cheetah and AssetMark
The evolving landscape of financial services is prompting trust providers to take a more active role in managing client assets, particularly investment portfolios. This shift is also encouraging registered independent advisors to diversify into trust services. By partnering with Cheetah and AssetMark, financial professionals can expand their service offerings and meet the changing demands of their clients.
First State Bank Success Story
Discover how First State Bank streamlined trust investments for its clients with a seamless experience. Learn how they implemented real-time account opening processes to enhance their service delivery. This success story demonstrates the possibilities of integrating wealth management and trust accounting services effectively.
Key Benefits of AssetMark and Cheetah Solution
AssetMark and Cheetah provide comprehensive wealth management and trust accounting services that empower financial professionals to serve clients with complex needs efficiently. Through advanced data management tools and analytics, advisors can make informed decisions across their wealth management and trust responsibilities. The seamless integration, including single sign-on functionality, ensures smooth compatibility with existing systems, optimizing workflows and enhancing operational efficiency.
Drive Business Growth and Efficiency
The collaboration between AssetMark and Cheetah offers significant benefits to financial professionals and bank trust officers. Advisors can reclaim valuable time in their day to focus on building stronger client relationships. The scalable solution provided by AssetMark and Cheetah allows advisors to expand their services cost-effectively. By leveraging efficiencies in workflow automation, financial professionals can drive business growth and success.
Enhancing Productivity and Trust Administration
Learn how integrated trust administration solutions can boost productivity in wealth management. The fragmented approach in wealth management can be streamlined through innovative technologies, leading to enhanced efficiency and client service. Discover how combining wealth management and bank trust services creates a powerful synergy in the evolving financial landscape, contributing to improved client outcomes.