Meet Sandra Stenzler, the Breda-native who joined Check6 Data team for securities reconciliation 4 months ago.
Topics: data management, connection to bookkeeping systems, insightful financial reporting, wealth reports, daily wealth reports, financial data management, data reconciliation, consolidated reporting
Topics: "wealth management reporting", single family offices, multi-family offices, wealth advisors, connection to bookkeeping systems, FinTech, Online Wealth View, interactive wealth management tools
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