Security at Check6
This week we are looking back at developments and changes in order to prepare to move ahead in 2019. Thus, we have compiled a report covering these topics below based on headline news and outlook reports with some responses as resolutions for 2019.
Topics: "wealth management", "wealth management reporting", data analysis, Client Services, Check6 Customer Support, single family offices, multi-family offices, wealth advisors, Check6 Portal, platform architecture, impact investing, ESG, Round Up 2018, FinTech, Resolutions for 2019
Before we delve into this topic, for clarity, we must first define bookkeeping system and security administration as we elaborate on these terms.
Topics: "wealth management reporting", software engineering, data management, data analysis, Client Services, Check6 Customer Support, single family offices, multi-family offices, Data translation, connection to bookkeeping systems
On November 12th, We were one of the sponsors of the MoneyLIVE: Private Banking & Wealth Management event at One Whitehall Place in London. It was held at this beautiful venue in the Reading and Writing Room, where the walls were lined with historic decor, overlooking the River Thames and the London Eye.
This week, we introduce Marleen Vierling, the Customer Success Champion here at Check6. Marleen has been diligently dedicated to supporting Check6 clients for just over a year. Marleen made the transition to Check6 in November 2017 to participate in building something new and exciting here. In this last year, Marleen has been working on reconciliation, reporting and client relations and care.