Cheetah and Orion launch integration for trust accounting and portfolio management to unify advisor workflows

MUNCIE, IN, UNITED STATES, April 2, 2026 /EINPresswire.com/ -- Cheetah, the leading provider of trust accounting and administration software, announced today an integration with Orion, a premier provider of transformative wealthtech solutions powering the growth of financial advisors and the enterprise firms that serve them.

The integration connects Cheetah’s trust accounting and administration platform with Orion’s portfolio management and trading capabilities, helping financial institutions compete more effectively and deliver enhanced client service.

“Trust and investment management are no longer operating in separate lanes,” said Adam Unger, CEO of Cheetah. “Wealth managers need technology that reflects how the market is evolving. By collaborating with Orion, we’re giving trust teams access to institutional-grade portfolio management and trading, while preserving the rigor that modern trust administration requires. We’re excited about the value this brings to our clients and the broader industry.”

The wealth management market is undergoing a significant convergence, with the line between trust administration and RIA-style investment management blurring. Trust institutions are increasingly competing with RIAs as their clients look for more robust investment options, while RIAs seek to retain assets in-house long-term by offering trust services.

Yet, many firms have been forced to compromise, choosing strong investment platforms with limited trust functionality or legacy trust systems that lack robust portfolio management tools.

This integration addresses that gap by connecting two category leaders, each focused on doing what they do best.

Through the integration, trust teams can utilize Orion’s agile trading infrastructure and detailed portfolio management tools to address increasingly complex investment demands. At the same time, RIAs looking to expand into trust services gain access to Cheetah’s comprehensive trust accounting, tax reporting, and administrative workflows.

The result is a more competitive operating model for firms navigating growth, generational wealth transfer, and rising client expectations.

“Firms need connected technology that supports the full client relationship, not fragmented systems,” said Reed Colley, President of Orion Advisor Technology. “By integrating Orion’s portfolio management and trading with Cheetah’s trust accounting expertise, we’re unifying investment management, administration, and data into one workflow, creating a stronger foundation for personalization, operational scale, and better long term service across households.”

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About Cheetah
Cheetah provides modern trust accounting and wealth management technology designed to help institutions increase efficiency, enhance client service, and scale operations. Its comprehensive platform supports trust accounting, investment management, tax reporting, and administrative workflows in a secure, cloud-based environment.

Nick Werner
Cheetah
765-749-2686
email us here

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