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Check6 Wealth Blog

Data security at Check6

Posted by Richie Brondenstein on May 28, 2019 3:40:00 PM

Security at Check6

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Topics: data management, Check6 Customer Support, Check6 Portal, platform architecture, Online Wealth View, interactive wealth management tools, Platform Technology, data security

Top Tech Resolutions for the Finance Industry 2019

Posted by Shaina Laughlin on Dec 21, 2018 11:10:26 AM

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. 

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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

Considering Bookkeeping Systems & Security Administration at Family offices

Posted by Sebastian Verkuilen on Nov 29, 2018 3:45:00 PM

Before we delve into this topic, for clarity, we must first define bookkeeping system and security administration as we elaborate on these terms.  

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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

Takeaways from MoneyLIVE: Private Banking & Wealth Management 2018

Posted by Shaina Laughlin on Nov 29, 2018 12:01:51 PM

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. 

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Topics: "wealth management", "wealth management reporting", innovation, data management, data analysis, Check6 Customer Support

The Team behind Check6 Solutions: Marleen Vierling

Posted by Shaina Laughlin on Nov 6, 2018 3:45:00 PM

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.

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Topics: Client Services, Check6 Customer Support

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