List of Accutech Cheetah PROPOSAL Customers
Muncie, 47305, IN,
United States
Since 2010, our global team of researchers has been studying Accutech Cheetah PROPOSAL customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Accutech Cheetah PROPOSAL for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Accutech Cheetah PROPOSAL for Portfolio and Investment Performance and Planning include: National Exchange Bank & Trust, a United States based Banking and Financial Services organisation with 200 employees and revenues of $30.0 million, The Morton Community Bank, a United States based Banking and Financial Services organisation with 132 employees and revenues of $13.0 million, First State Bank - Gainesville, TX, a United States based Banking and Financial Services organisation with 56 employees and revenues of $8.0 million and many others.
Contact us if you need a completed and verified list of companies using Accutech Cheetah PROPOSAL, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Accutech Cheetah PROPOSAL customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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First State Bank - Gainesville, TX | Banking and Financial Services | 56 | $8M | United States | Accutech Systems | Accutech Cheetah PROPOSAL | Portfolio and Investment Performance and Planning | 2024 | n/a |
In 2024 First State Bank in Gainesville, Texas converted its trust business to Accutech Cheetah PROPOSAL, deploying Accutech Cheetah PROPOSAL in the Trust Accounting category to create a unified trust accounting and investment workflow alongside AssetMark. The January 2024 deployment was oriented toward centralizing trust processing and accelerating client onboarding and account opening in Texas, United States.
The implementation consolidated trust accounting ledgers, investment workflow orchestration, and proposal-driven account opening into a single application stack. Configuration work focused on proposal and onboarding workflows within Accutech Cheetah PROPOSAL to automate account setup, client documentation routing, and recurring posting schedules typical of trust accounting and proposal automation capabilities.
Operational integration included a direct workflow relationship with AssetMark for investment account onboarding and account data handoffs, supporting trust operations and private client services teams. The rollout covered the bank s trust business in Texas and aligned operational responsibilities across trust operations and service teams to use the same application for accounting and investment workflows.
Governance adjustments accompanied the rollout to formalize proposal approval steps, onboarding checkpoints, and exception handling inside Accutech Cheetah PROPOSAL, improving operational consistency. The bank reported faster AssetMark onboarding and automation driven efficiency gains and improved account opening automation as outcomes of the deployment.
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National Exchange Bank & Trust | Banking and Financial Services | 200 | $30M | United States | Accutech Systems | Accutech Cheetah PROPOSAL | Portfolio and Investment Performance and Planning | 2025 | n/a |
In 2025 National Exchange Bank & Trust implemented Accutech Cheetah PROPOSAL to modernize trust accounting and investment management operations. The deployment targeted consolidation of accounting, trading, and reporting workflows for the bank's Wisconsin trust operations in the United States, using Accutech Cheetah PROPOSAL within the Apps Category .
Accutech Cheetah PROPOSAL was configured to centralize fiduciary account bookkeeping, trade capture and settlement recording, and consolidated client and regulatory reporting. Configuration and automation work inferred from the engagement emphasized proposal generation, portfolio accounting, trade order recording, and scheduled reporting modules consistent with the product name and the stated consolidation objectives.
The deployment architecture positioned Accutech Cheetah PROPOSAL as the core investment operations platform for NEBAT's trust business, with expected interfaces to custody feeds and position data to support accounting and trade reconciliation. Operational coverage focused on trust and investment management business functions in Wisconsin, spanning operations staff, investment officers, and client reporting teams.
Governance and rollout activities realigned workflow ownership between accounting and trading, instituted report scheduling and control procedures, and set operational standards to support future scalability. The case study documents improved operational efficiency and scalability as outcomes of the Accutech Cheetah PROPOSAL implementation.
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The Morton Community Bank | Banking and Financial Services | 132 | $13M | United States | Accutech Systems | Accutech Cheetah PROPOSAL | Portfolio and Investment Performance and Planning | 2018 | n/a |
In 2018 The Morton Community Bank implemented Accutech Cheetah PROPOSAL to modernize its trust and wealth management operations in Illinois, United States. Accutech Cheetah PROPOSAL is a Portfolio and Investment Performance and Planning application that centralized proposal generation and account planning workflows for the bank's trust and wealth management division, enabling staff to spend more time on client relationships and business development rather than administrative tasks. The bank reported roughly 3.5x growth in trust and wealth assets under management after adoption, reflecting a substantive operational outcome tied to the deployment.
Deployment focused on configuring proposal automation, investment planning and performance reporting capabilities typical of the Portfolio and Investment Performance and Planning category, with the solution provisioned across trust operations and private client teams in Illinois. Governance and process changes reallocated administrative responsibilities to the application and realigned advisor workflows toward client acquisition and advisory activities. Usage of Accutech Cheetah PROPOSAL modules for proposal generation and account review is consistent with category capabilities and supported Morton Community Bank's objective to emphasize relationship management and business development.
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