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Check6 Wealth Blog

Meet Swetha, Check6's new Security Administrator

Posted by Swetha Subramaniyan on Oct 2, 2019 4:20:00 PM

In September, Check6 has had quite a few members joining! Now, we would like to introduce Swetha, who is working on Data Reconciliation for Check6. I'm handing over her introduction! ---

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Topics: "wealth management reporting", Check6 corporate culture, Check6, HNWI and UHNWI, wealth reports, daily wealth reports, financial data management, data reconciliation, consolidated reporting

Meet Sandra Stenzler, a new member of the Check6 Data Team

Posted by Shaina Laughlin on Sep 29, 2019 10:14:00 AM

Meet Sandra Stenzler, the Breda-native who joined Check6 Data team for securities reconciliation 4 months ago.

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Topics: data management, connection to bookkeeping systems, insightful financial reporting, wealth reports, daily wealth reports, financial data management, data reconciliation, consolidated reporting

How Technology Can Improve Family Office Reporting

Posted by Check6 on Sep 27, 2019 10:34:59 AM

Former corporate finance banker, Peter Brock is an independent advisor to entrepreneurial families. As such, he counsels family offices on family wealth and family office structuring, governance, succession solutions, impact investing and direct investments. Check6 spoke to him about how technology could improve the ways wealth is tracked and reported on so that it can help families gain the kind of oversight and control of their assets that they want to achieve.

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Topics: single family offices, multi-family offices, wealth advisors, Next Gen Wealth, wealth reports, daily wealth reports, asset managers, financial data management, consolidated reporting, Private Assets Module, PAM

Q&A: Blanco Systems On Why They Chose Check6

Posted by Check6 on Sep 16, 2019 9:29:11 AM

Check6 spoke to Blanco Systems' CEO, Joost Walgemoed about the company's cloud-based platform for asset managers and how Check6 can take Blanco's reports to the next level.

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Topics: FinTech, Detailed Look-Through, interactive wealth management tools, insightful financial reporting, banking platforms, direct data feeds with banks, direct data feeds, Blanco Systems, Joost Walgemoed, wealth reports, daily wealth reports, asset managers

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